Elite Financial Strategist

6 days ago

Singapore beBeeWealth Full time $80,000 - $120,000
Strategic Wealth Partnerships

The Citigold Private Client (CPC) Client Advisor serves as a trusted advisor to high-net-worth individuals, delivering comprehensive wealth management guidance and bespoke financial solutions. This role emphasizes building deep, long-term relationships with clients.

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  • Proactively anticipate client needs by crafting personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex financial landscapes.
  • Acting as the central point of contact, collaborate with internal specialists to provide a holistic client experience.
Key Responsibilities:
  • Deliver exceptional client service, understanding their financial goals and aspirations.
  • Craft strategic partnerships, fostering strong relationships and driving business growth.
Benefits:
  • Contribute to the growth of the Citi Wealth franchise.
  • Empower clients to achieve their financial aspirations.

This role involves wealth preservation, growth, and intergenerational wealth management, emphasizing a client-centric approach. The CPC Client Advisor builds lasting connections with clients, providing tailored solutions for their unique needs.

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