Citigold Client Advisor at Citi

, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

23 Mar, 26

Salary

0.0

Posted On

23 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Client Acquisition, Relationship Management, Investment Products, Financial Planning, Business Development, Analytical Skills, Communication Skills, Interpersonal Skills, Market Knowledge, Retirement Planning, Legacy Planning, Risk Mitigation, Tax Optimization, Collaboration, Client Engagement

Industry

Financial Services

Description

The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network. Organize exclusive client events to enhance engagement and deliver valuable market perspectives. 2 to 4 years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore. Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs. Demonstrated 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 both independently and as part of a collaborative team. Mandatory certifications required for advising on financial products in Singapore. Willingness to travel locally for client engagement when necessary. Bachelor's degree from an accredited institution. ------------------------------------------------------ Job Family Group: Private Client Coverage ------------------------------------------------------ Job Family: Relationship Banker ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Comprehensive Wealth Planning: Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation. Client Engagement & Relationship Management: Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations. Business Development & Portfolio Growth: Conduct regular reviews to ensure client strategies evolve with changing needs. Collaboration & Specialist Coordination: Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions. Market Insights & Advisory: Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients' wealth goals. Ensure full compliance with KYC/AML, regulatory, and internal policies.

Responsibilities

Design and implement tailored financial strategies for clients, ensuring their wealth goals are met. Cultivate long-term relationships with affluent individuals and provide integrated financial solutions.