North Asia Private Wealth Advisor, VP

Citi; New York (NY); Hybrid; USD 141,000 - 234,000; Full time

Job summary

The Citigold Private Client (CPC) Client Advisor is a senior, client-centric wealth professional at Citi, focused on high-net-worth clients in North Asia. You will craft bespoke financial strategies and coordinate with internal specialists to deliver comprehensive solutions.

Fluency in Mandarin or Cantonese and English is essential, with a strong track record in business development and relationship management.

Qualifications

• 10+ years of experience in wealth management for high-net-worth clients.
• Experience in North Asia Markets (China, Hong Kong, Taiwan) with strong client networks.
• Fluent in Mandarin and Cantonese as well as English.
• Proven track record in business development and client relationship management.
• Certifications as required for advising and selling financial products.

Responsibilities

• Strategic wealth management and personalized financial planning for CPC clients.
• Maintain and deepen relationships with high-net-worth clients, conducting portfolio reviews.
• Identify and pursue new business opportunities within North Asia markets.
• Collaborate with internal specialists to deliver comprehensive financial solutions.
• Stay informed about market trends and provide client with insights and recommendations.

Skills

Relationship management

Market analysis

Mandarin/Cantonese

English

Business development

Client advisory

Education

Bachelor's degree

Master's degree preferred

Job description

The Citigold Private Client (CPC) Client Advisor is a senior, client-centric wealth professional at Citi, focused on high-net-worth clients in North Asia. You will craft bespoke financial strategies and coordinate with internal specialists to deliver comprehensive solutions.

Fluency in Mandarin or Cantonese and English is essential, with a strong track record in business development and relationship management.