Wealth Planning Advisor

Citigroup; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Citi is hiring a Wealth Planning Advisor to provide comprehensive wealth planning and insurance advice to high-net-worth clients in Southeast Asia, Greater China, North Asia, or EMEA. The role works with Client Advisors and Market Managers to tailor solutions aligned with financial goals and regulatory requirements.

The ideal candidate has 5–8 years in wealth or insurance advisory, excellent client-facing communication, and CMFAS qualifications, with readiness to travel regionally.

Qualifications

• Minimum university degree required.
• 5–8 years of wealth planning advisory or insurance advisory experience.
• Proven ability to manage client relationships and provide financial advice.
• Broad understanding of financial services and wealth planning concepts (estate, retirement, legacy).
• Exceptional client-centric communication with clarity and diplomacy.
• Willingness to travel across Southeast Asia, Greater China, North Asia or EMEA.
• CMFAS papers (M5, M9, M9A, HI) or equivalent certifications.

Responsibilities

• Collaborate with Client Advisors and Market Managers to deliver wealth planning and insurance solutions to high-net-worth clients.
• Act as SME on insurance products, wealth planning concepts, and regulatory frameworks within an offshore banking context.
• Provide customized wealth plans aligned with clients' long-term financial objectives and risk profiles.
• Maintain up-to-date knowledge of new insurance products, trends, regulatory changes, and economic developments relevant to wealth planning in Southeast Asia or Greater China /North Asia or EMEA.
• Coordinate with internal and external specialists (product, legal) to ensure holistic client advice.
• Partner with product support teams to facilitate case management, solution design, and policy implementation.
• Provide high-quality advisory support and clear communication to Client Advisors, Market Managers, and clients, ensuring transparency of complex strategies.
• Participate in client events, educational seminars, and workshops to share insights and foster engagement.
• Travel within the region as required.
• Assess and manage risks associated with wealth planning recommendations, upholding ethics and regulatory compliance.
• Other duties as assigned.

Skills

Client relationship management

Wealth planning

Insurance knowledge

Regulatory compliance

Diplomacy and communication

Travel willingness

Education

Bachelor's degree in finance/related field

Job description

The Wealth Planning Advisor is a strategic professional specializing in insurance. This role focuses on providing comprehensive and detailed wealth planning advice to clients in Southeast Asia or Greater China /North Asia or EMEA, leveraging deep expertise in insurance products and strategies. The Advisor acts as a technical authority, contributing to the bank's strategic objectives by ensuring client solutions are aligned with their financial goals and regulatory requirements. This individual possesses advanced communication and diplomacy skills, leveraging the support of Client Advisors and Market Managers, and interacts directly with high-net-worth clients. The role requires a strong understanding of market dynamics, regulatory landscapes, and ethical considerations, with a significant impact on client satisfaction and overall business effectiveness.

Responsibilities

• Collaborate closely with Client Advisors and Market Managers within IPB to deliver comprehensive wealth planning advice and insurance solutions to high-net-worth clients.
• Act as a primary subject matter expert on insurance products, wealth planning concepts, and relevant regulatory frameworks within an offshore banking context.
• Provide in-depth analysis and customized wealth plans tailored to individual client needs, ensuring alignment with their long-term financial objectives and risk profiles.
• Maintain continuous and up-to-date knowledge of new insurance products, industry trends, regulatory changes, and economic developments relevant to wealth planning in Southeast Asia or Greater China /North Asia or EMEA
• Leverage and coordinate with internal and external specialists (e.g., product specialists, legal) to ensure holistic and expert-driven client advice.
• Partner with product support teams to facilitate efficient case management, solution design, and policy implementation.
• Provide high-quality advisory support and clear communication to Client Advisors, Market Managers, and clients, ensuring transparency and understanding of complex insurance and wealth planning strategies.
• Participate in and present at client events, educational seminars, and workshops to share insights on wealth planning strategies and insurance solutions, fostering client engagement and understanding.
• Travel within the region as required.
• Appropriately assess and manage risks associated with wealth planning recommendations, upholding the firm's reputation and safeguarding client interests. This includes adhering to all applicable laws, rules, regulations, and internal policies, exercising sound ethical judgment, and transparently escalating and reporting control issues.
• Other duties as assigned.

Qualifications

• Minimum University Degree qualified.
• 5-8 years of experience in wealth planning advisory or insurance advisory roles, preferably within an offshore banking or financial services environment.
• Proven expertise in managing client relationships and providing comprehensive financial advice.
• Broad understanding of financial services, diverse insurance product solutions, and all aspects of wealth planning strategies and concepts (e.g., estate planning, retirement planning, legacy planning).
• Exceptional client-centric skills, including outstanding interpersonal, verbal, and written communication abilities, with a strong emphasis on clarity and diplomacy.
• Willingness and ability to travel frequently across Southeast Asia or Greater China /North Asia or EMEA region.
• CMFAS papers (M5, M9, M9A, HI) or equivalent international certifications, as required by regulatory standards.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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