Senior North Asia Private Wealth Advisor

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

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.