Wealth Client Services Associate

Citi; Singapore; On-site; SGD 52,000 - 78,000; Full time

Job summary

Citi Singapore is seeking an Assistant Relationship Manager trainee to support wealth management teams serving CitiGold and Citi Private clients. You will assist with client transactions, inquiries, and relationship-building activities under guidance from bankers.

The role emphasizes accuracy, compliance, and proactive client service, with exposure to equity, fixed income, and banking products while developing core relationship-management skills in a fast-paced environment.

Qualifications

• Diploma or equivalent.
• Bachelor’s degree or equivalent experience preferred.
• Experience in wealth management operations and compliance helpful.
• Strong analytical and data problem solving abilities.

Responsibilities

• Deliver wealth management services to Citigold and Citi Private clients with guidance from the Banker teams.
• Manage and execute client transactions with respect to business and individual banking, credit and investment products; ensure transactions are compliant and timely.
• Take ownership of client investigations and collaborate with operations and middle office teams to resolve issues.
• Coordinate account maintenance for all products and reporting on WINS including updates to addresses and contact details.
• Enforce banking policies to maintain operational integrity while delivering high client satisfaction.
• Proactively arrange and participate in client visits and service quality check-in calls.
• Obtain banker/client appointments to build upon existing or establish new relationships.
• Identify and document new business opportunities for referral to banker or product specialist.
• Perform responsibilities through Citi applications and participate in process improvements.
• Assess risk in business decisions and escalate/report control issues with transparency.

Skills

Multi-tasking

Organizational skills

Time management

Verbal & written communication

Client facing

Sales/referral experience

Investments knowledge

Education

Diploma

Bachelor’s degree

Job description

Citi Singapore is seeking an Assistant Relationship Manager trainee to support wealth management teams serving CitiGold and Citi Private clients. You will assist with client transactions, inquiries, and relationship-building activities under guidance from bankers.

The role emphasizes accuracy, compliance, and proactive client service, with exposure to equity, fixed income, and banking products while developing core relationship-management skills in a fast-paced environment.