CPC Client Advisor (North Asia)

Citi; New York (NY); On-site; USD 180,000 - 300,000; Full time

Job summary

Citi is seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions.

You will develop personalized plans, manage key relationships, and work with internal specialists to deliver holistic client experiences, focusing on wealth preservation, growth, and intergenerational transfer. Strong North Asia expertise and a client-centric mindset are essential.

Qualifications

• Extensive experience in wealth management for high-net-worth clients.
• Proven ability to grow business through client relationships and referrals.
• Deep knowledge of North Asia markets and cross-border financial solutions.
• Strong analytical, communication, and interpersonal skills.
• Certified as required for advising and selling financial products.

Responsibilities

• Strategize and implement personalized wealth management plans.
• Manage relationships with high-net-worth clients as the primary contact.
• Identify new business opportunities within the high-net-worth segment.
• Collaborate with internal specialists to deliver holistic solutions.
• Stay informed on market trends and provide informed recommendations.
• Organize client events to deepen relationships and share insights.
• Ensure compliance with KYC/AML and risk controls.

Skills

Wealth management

Client relationships

Business development

Market analysis

KYC/AML compliance

Communication skills

Independent working

North Asia markets

Certifications

Education

Bachelor's degree

Master's degree

Job description

CPC Client Advisor (North Asia)

Job Overview

The Citigold Private Client (CPC) Client Advisor is a strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions. The Advisor builds deep, long-term relationships, acting as the central point of contact and collaborating with internal specialists to provide a holistic client experience. This role emphasizes wealth preservation, growth, and intergenerational wealth transfer, and requires a strong entrepreneurial spirit and a focus on enhancing the client experience.

Responsibilities

• Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management.
• Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries.
• Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base.
• Collaboration: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions.
• Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations.
• Client Events: Organize and host client events to foster relationships and provide valuable market insights.
• Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to.
  Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets.

Qualifications

• 10+ years of experience in wealth management or a related field, serving high-net-worth clients.
• Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development. Ideally with experience managing high-net-worth clients residing in these markets.
• Strong understanding of North Asian culture and practices.
• Proven track record of success in business development and client relationship management.
• Deep understanding of financial markets, investment strategies, and wealth planning principles.
• Strong analytical, communication, and interpersonal skills.
• Ability to work independently and as part of a team.
• Mandatory certifications as required for advising on and selling financial products.
• Education: Bachelor’s/University degree, Master’s degree preferred.

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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