NRI Wealth Advisor – Cross-Border & Investments

Citi; New York (NY); On-site; USD 109,000 - 187,000; Full time

Job summary

Citi in Singapore seeks a Citigold Client Advisor to partner with affluent and emerging High-Net-Worth Non-Resident Indian (NRI) clients, delivering comprehensive wealth management guidance and tailored financial solutions. Serving as a trusted advisor, you will anticipate client needs and craft personalized strategies across investment management, cross-border planning, and seamless banking services.

This client-centric role emphasizes relationship-building, collaboration with internal

Qualifications

• Experience in wealth management or financial advisory.
• Familiarity with Non-Resident Indian (NRI) market and cross-border banking needs.
• Fluency in English; knowledge of Hindi or other Indian languages is advantageous.

Responsibilities

• Formulate and implement tailored wealth plans including investments, savings, retirement, insurance, and risk management.
• Advise on international investment solutions, multi-currency banking, and cross-border considerations.
• Manage an assigned portfolio of affluent NRI clients and conduct regular portfolio reviews.

Skills

English fluency

Independent work

Communication skills

Education

Bachelor's degree

Job description

Citi in Singapore seeks a Citigold Client Advisor to partner with affluent and emerging High-Net-Worth Non-Resident Indian (NRI) clients, delivering comprehensive wealth management guidance and tailored financial solutions. Serving as a trusted advisor, you will anticipate client needs and craft personalized strategies across investment management, cross-border planning, and seamless banking services.

This client-centric role emphasizes relationship-building, collaboration with internal