Wealth Advisor for Emerging & High-Net-Worth Clients

Citigroup; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

Citi Global Wealth in Singapore seeks a Citigold Client Advisor to provide holistic wealth management and personalized strategies for emerging affluent and high-net-worth clients. You will work with internal specialists to deliver tailored advice and build enduring relationships across generations.

The role focuses on comprehensive wealth planning, client engagements, and proactive portfolio growth, while maintaining strict governance and regulatory compliance.

Qualifications

• 2-5 years of experience in wealth management or related field.
• Strong local market knowledge for Singapore clients with wealth, retirement and legacy planning needs.
• Proven success in business development, client acquisition, and relationship deepening.
• Robust understanding of investment products, wealth strategies, and financial planning tools.
• Excellent interpersonal, analytical, and communication skills.
• Ability to work independently and in a team.
• Mandatory certifications required for advising on financial products in Singapore.

Responsibilities

• Design and implement tailored financial strategies including investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation.
• Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals.
• Drive portfolio expansion through proactive prospecting, referrals, and Citi's global platform.
• Partner with internal specialists to deliver integrated, end-to-end financial solutions.
• Stay current with market trends, investment opportunities, and regulatory changes.
• Organize exclusive client events to enhance engagement and market perspective.
• Ensure compliance with KYC/AML, regulatory and internal policies; manage risk and ethical standards.

Skills

Wealth management

Relationship building

Communication skills

Analytical ability

Education

Bachelor's degree

Job description

Citi Global Wealth in Singapore seeks a Citigold Client Advisor to provide holistic wealth management and personalized strategies for emerging affluent and high-net-worth clients. You will work with internal specialists to deliver tailored advice and build enduring relationships across generations.

The role focuses on comprehensive wealth planning, client engagements, and proactive portfolio growth, while maintaining strict governance and regulatory compliance.