Citigold Client Advisor (North Asia) at Citi

, , Singapore -

Full Time

Start Date

Immediate

Expiry Date

19 Mar, 26

Salary

0.0

Posted On

19 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Client Relationship Management, Business Development, Market Analysis, Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Optimization, Risk Management, Analytical Skills, Communication Skills, Interpersonal Skills, Mandarin, Cantonese, English

Industry

Financial Services

Description

Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management. Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries. Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base. Collaboration: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions. Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations. Client Events: Organize and host client events to foster relationships and provide valuable market insights. Ensure that KYC/AML and other compliance norms are strictly adhered to. 2 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients. Relevant experience in North Asia Markets ( China, Hong Kong, Taiwan) with strong networks for client growth and business development. Ideally with experience managing high-net-worth clients residing in these markets. Strong understanding of North Asian culture and practices. Fluent in Mandarin/ Cantonese as well as English. Proven track record of success in business development and client relationship management. Deep understanding of financial markets, investment strategies, and wealth planning principles. Strong analytical, communication, and interpersonal skills. Ability to work independently and as part of a team. Mandatory certifications as required for advising on and selling financial products Minimum Bachelor's/University degree ------------------------------------------------------ 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. ------------------------------------------------------

Responsibilities

The Citigold Client Advisor is responsible for developing personalized financial plans and cultivating relationships with high-net-worth clients. They will also identify new business opportunities and collaborate with internal specialists to provide comprehensive financial solutions.