Citigold Client Advisor (Onshore Market)

Citi; New York (NY); On-site; USD 62,407 - 93,610; Full time

Job summary

Citi is seeking a Citigold Client Advisor to serve affluent clients in Singapore. The role involves implementing financial strategies, cultivating relationships, and ensuring compliance with KYC/AML.

The ideal candidate will have 4 to 10+ years of wealth management experience, a strong understanding of investment products, and excellent communication skills. This position is critical in helping clients achieve their financial goals through tailored solutions.

Qualifications

• 4 – 10+ years of experience in wealth management or related field, serving affluent clients.
• Strong local market knowledge for wealth, retirement, and legacy planning.
• Demonstrated success in business development and relationship deepening.

Responsibilities

• Design and implement tailored financial strategies for clients.
• Cultivate long-term relationships with affluent individuals.
• Drive portfolio expansion through proactive prospecting.

Skills

Wealth management

Client acquisition

Investment products

Analytical skills

Communication skills

Education

Bachelor's degree

Job description

Citigold Client Advisor (Onshore Market)

Job Req Id: 26929670

Location: Singapore

Job Type: On-Site/Resident

Posted: Jan. 05, 2026

Job Overview

The Citigold Client Advisor is a trusted partner to emerging affluent and high-net-worth individuals in Singapore, providing holistic and personalized wealth management solutions. As a key member of the Citi Wealth team, the Advisor will proactively understand and anticipate client needs, offering sophisticated strategies across investment management, retirement planning, legacy planning and risk management.

This role is client-centric and strategic-focused on building enduring relationships, navigating complex financial landscapes, and helping clients achieve long-term financial well‑being. The Advisor will work closely with internal specialists to deliver seamless, tailored advice that addresses both immediate financial goals and future aspirations including intergenerational wealth transfer.

With a strong entrepreneurial mindset and a commitment to delivering excellence, the Citigold Client Advisor plays a vital role in driving growth and making a meaningful difference in clients’ financial journeys.

Key Responsibilities

• Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation.
• Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals, serving as their primary advisor by understanding life goals, financial needs, and generational aspirations.
• Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform. Conduct regular reviews to ensure client strategies evolve with changing needs.
• Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions.
• Stay current with market trends, investment opportunities, and regulatory changes, and translate insights into actionable advice that supports clients’ wealth goals.
• Organize exclusive client events to enhance engagement and deliver valuable market perspectives.
• Ensure full compliance with KYC/AML, regulatory, and internal policies, and exhibit sound judgment in managing ethical standards and risk controls while safeguarding Citi and client interests.

Qualifications

• 4 – 10+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore.
• Strong local market knowledge and experience advising clients with wealth, retirement, and legacy planning needs.
• Demonstrated success in business development, client acquisition, and relationship deepening.
• Robust understanding of investment products, wealth strategies, and financial planning tools.
• Excellent interpersonal, analytical, and communication skills.
• Ability to work both independently and as part of a collaborative team.
• Mandatory certifications required for advising on financial products in Singapore.
• Willingness to travel locally for client engagement when necessary.

Education

• Bachelor’s degree from an accredited institution.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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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