Senior Wealth & Insurance Advisor

Citi; New York (NY); On-site; USD 94,000 - 141,000; Full time

Job summary

Citi seeks a Wealth Planning Advisor for IPB in Singapore to deliver sophisticated insurance-based wealth planning for high-net-worth clients across Southeast Asia, Greater China, North Asia and EMEA. You will collaborate with Client Advisors and Market Managers to tailor solutions that align with client goals and regulatory requirements.

The role requires deep product knowledge, regulatory awareness, and excellent communication.

Qualifications

• University degree required.
• 5-8 years wealth planning or insurance advisory experience.
• CMFAS papers (M5, M9, M9A, HI) or equivalent certifications required.
• Willingness to travel frequently across SEA/GC/NA/EMEA regions.

Responsibilities

• Collaborate with Client Advisors and Market Managers to deliver wealth planning and insurance solutions to high-net-worth clients.
• Act as subject matter expert on insurance products and wealth planning within offshore banking context.
• Provide in-depth analyses and customized wealth plans aligned with client objectives and risk profiles.
• Maintain up-to-date knowledge of insurance products, market trends, and regulatory changes.
• Coordinate with internal and external specialists to ensure holistic client advice.
• Partner with product support teams for efficient case management and policy implementation.
• Present at client events, seminars, and workshops to share wealth planning insights.
• Travel within the region as required.
• Uphold ethical standards and manage risk in line with regulatory requirements.

Skills

Wealth planning

Insurance advisory

Client relations

Regulatory knowledge

Diplomacy

Education

University degree

Job description

Citi seeks a Wealth Planning Advisor for IPB in Singapore to deliver sophisticated insurance-based wealth planning for high-net-worth clients across Southeast Asia, Greater China, North Asia and EMEA. You will collaborate with Client Advisors and Market Managers to tailor solutions that align with client goals and regulatory requirements.

The role requires deep product knowledge, regulatory awareness, and excellent communication.