Wealth Planning & Insurance Specialist

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

Job summary

Citi Wealth Planning Advisor within IPB specializes in insurance and tailored wealth planning for high-net-worth clients in Greater China and North Asia. You will collaborate with Client Advisors and Market Managers to deliver comprehensive solutions, drawing on deep product knowledge and regulatory awareness.

The role requires advanced communication and diplomacy, frequent engagement with clients, and a strong understanding of market dynamics, with travel within the region as needed.

Qualifications

• Minimum University Degree.
• 5-8 years of experience in wealth planning advisory or insurance advisory roles, preferably offshore banking.
• Broad understanding of financial services, insurance products, and wealth planning strategies.
• Exceptional client-centric skills with clear diplomacy and communication.
• CMFAS papers (M5, M9, M9A, HI) or equivalent certifications.

Responsibilities

• Collaborate with Client Advisors and Market Managers to deliver wealth planning advice and insurance solutions to high-net-worth clients.
• Serve as the subject matter expert on insurance products and wealth planning concepts within an offshore banking context.
• Provide customized wealth plans aligned with clients' long-term objectives and risk profiles.
• Maintain up-to-date knowledge of insurance products, trends, regulations, and economic developments relevant to Greater China/North Asia.

Skills

Wealth planning

Insurance expertise

Client relations

Regulatory awareness

Education

University degree

Tools

CMFAS M5/M9/M9A/HI

Job description

Citi Wealth Planning Advisor within IPB specializes in insurance and tailored wealth planning for high-net-worth clients in Greater China and North Asia. You will collaborate with Client Advisors and Market Managers to deliver comprehensive solutions, drawing on deep product knowledge and regulatory awareness.

The role requires advanced communication and diplomacy, frequent engagement with clients, and a strong understanding of market dynamics, with travel within the region as needed.