Private Wealth Advisor — Hybrid (Singapore)

Citi; New York (NY); Hybrid; USD 63,000 - 110,000; Full time

Job summary

Citigroup’s Citi Wealth unit seeks a Citigold Client Advisor in Singapore. The role focuses on holistic wealth management for emerging affluent and high-net-worth clients, delivering tailored strategies across investments, retirement, and legacy planning.

The advisor partners with internal specialists to provide end-to-end financial solutions, emphasizes compliant governance, and aims to build enduring client relationships with a client-centric approach.

Qualifications

• 2-5 years of experience in wealth management or related field serving affluent/HNW clients in Singapore.
• Strong local market knowledge and experience advising on wealth, retirement and legacy planning.
• Proven 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 independently and in a team.
• Mandatory certifications required for advising on financial products in Singapore.
• Willingness to travel locally for client engagement.

Responsibilities

• Comprehensive Wealth Planning: Design and implement tailored strategies including investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation.
• Client Engagement & Relationship Management: Build deep, long-term relationships and understand client goals and needs.
• Business Development & Portfolio Growth: Drive portfolio expansion through proactive prospecting and referrals.
• Collaboration & Specialist Coordination: Work with Bancassurance, Investment Consultants, and Treasury Specialists.
• Market Insights & Advisory: Stay current on market trends and regulatory changes and translate into actionable advice.
• Client Events & Education: Organize exclusive events to engage clients.

Skills

Wealth management experience

Client relationship mgmt

Business development

Investment products knowledge

Education

Bachelor’s degree

Job description

Citigroup’s Citi Wealth unit seeks a Citigold Client Advisor in Singapore. The role focuses on holistic wealth management for emerging affluent and high-net-worth clients, delivering tailored strategies across investments, retirement, and legacy planning.

The advisor partners with internal specialists to provide end-to-end financial solutions, emphasizes compliant governance, and aims to build enduring client relationships with a client-centric approach.