Wealth Planning Advisor - Vice President

Citigroup Inc.; Singapore; Hybrid; SGD 120,000 - 180,000; Full time

Job summary

Citigroup Inc. is seeking a Wealth Planning Advisor to deliver comprehensive wealth planning and insurance solutions for high-net-worth clients in Greater China / North Asia, leveraging offshore banking insights.

The role partners with Client Advisors and Market Managers to align solutions with client goals and regulatory requirements. The candidate will maintain up-to-date knowledge of insurance products, market trends, and laws, coordinate with product and legal specialists, and present at

Qualifications

• Minimum university degree required.
• 5–8 years in wealth or insurance advisory.
• Strong client relationship management.
• CMFAS papers or equivalent regulatory certifications.
• Excellent communication and diplomacy skills.

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.
• Provide in-depth analyses and customized wealth plans aligned with client objectives.
• Maintain knowledge of new insurance products, industry trends, regulatory changes.
• Coordinate with product specialists, legal, for holistically advised solutions.
• Facilitate case management and policy implementation with product support.
• Provide advisory support and clear communication to stakeholders.
• Participate in client events and seminars to share insights.
• Assess and manage risks, adhere to laws and internal policies.
• Willingness to travel across Greater China /North Asia.
• Other duties as assigned.

Skills

Wealth planning

Insurance products

Client advisory

Regulatory knowledge

High-net-worth clients

Education

Bachelor's degree

CMFAS papers (M5, M9, M9A, HI)

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 Greater China /North Asia, 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 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 Greater China /North Asia.
• 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.
• 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.
• Willingness and ability to travel frequently across Greater China /North Asia.
• 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.
• CMFAS papers (M5, M9, M9A, HI) or equivalent international certifications, as required by regulatory standards.

Job Family Group:

Consumer Sales

Job Family:

Consumer Product Sales

Time Type:

Full time

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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