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Wealth Strategist

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Singapore beBeeFinancial Full time $60,000 - $120,000
High-Net-Worth Wealth Advisor

The Citigold Private Client (CPC) High-Net-Worth Advisor plays a pivotal role in delivering bespoke financial solutions and comprehensive wealth management guidance to affluent individuals.

Serving as a trusted confidant, the CPC High-Net-Worth Advisor proactively anticipates client needs, crafting personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex financial landscapes.

This client-centric approach empowers clients to achieve their financial objectives, while contributing to the growth of the Citi Wealth franchise.

The Advisor builds deep, long-term relationships, acting as the central point of contact and collaborating with internal specialists to provide a holistic client experience.

Key Responsibilities:
  • Developing and implementing tailored wealth management strategies for high-net-worth clients.
  • Providing expert guidance on investment management, advanced planning, and risk mitigation.
  • Collaborating with internal specialists to deliver a seamless client experience.
Benefits:
  • Opportunity to work with high-net-worth clients and contribute to their financial success.
  • Collaborative and dynamic work environment.
  • Professional development opportunities to enhance skills and expertise.