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Strategic Wealth Advisor – North Asia (HNW)
Job summary
A leading global financial institution is seeking a Citigold Client Advisor in Singapore to deliver comprehensive wealth management solutions for high-net-worth individuals. The Advisor will develop personalized financial strategies, cultivate relationships, and leverage market insights to serve clients effectively. Candidates should possess extensive experience in wealth management, specifically with clients in North Asia markets, and be fluent in Mandarin/Cantonese and English. This is an opportunity to be part of a renowned brand dedicated to client trust and success.
Qualifications
- 4 to 7 years of experience in wealth management or related field.
- Experience managing high-net-worth clients in North Asia Markets.
- Strong analytical, communication, and interpersonal skills.
Responsibilities
- Develop and implement personalized financial plans.
- Cultivate relationships with high-net-worth clients.
- Identify new business opportunities in the segment.
- Partner with internal specialists for financial solutions.
- Stay updated on market trends and investment opportunities.
- Organize client events for relationship building.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.