Senior Private Wealth Advisor - North Asia

Citi

New York (NY)

On-site

USD 141,000 - 234,000

Full time

5 days ago

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Job summary

The Citi Private Client group in Singapore seeks a Citigold Private Client Advisor for North Asia. You will act as a strategic partner to high-net-worth clients, delivering bespoke wealth guidance, investment strategies, and intergenerational planning, with a focus on China, Hong Kong and Taiwan markets.

You will build long-term relationships, coordinate with internal specialists, stay ahead of market trends, and help drive Citi's wealth franchise growth while ensuring strict compliance and risk

Qualifications

10+ years of wealth management experience with high-net-worth clients.
Experience in North Asia Markets (China, Hong Kong, Taiwan) preferred.
Strong knowledge of wealth planning, investments and risk management.
Certifications as required for advising on and selling financial products.

Responsibilities

Develop and implement personalized wealth plans for HNW clients.
Serve as primary contact for client needs and regular portfolio reviews.
Identify new business opportunities within North Asia markets.
Collaborate with internal specialists to deliver comprehensive solutions.
Stay informed on market trends and provide informed recommendations.
Organize client events and ensure compliance and risk controls.

Skills

Relationship management

Business development

Market analysis

Investment knowledge

Communication

Team collaboration

Education

Bachelor's degree

Master's degree preferred

Job description

You will build long-term relationships, coordinate with internal specialists, stay ahead of market trends, and help drive Citi's wealth franchise growth while ensuring strict compliance and risk

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