Strategic Wealth Partner

Job Description:The Citigold Client Advisor plays a vital role in providing strategic wealth management guidance and bespoke financial solutions to high-net-worth individuals.This client-centric approach empowers clients to achieve their financial objectives, while contributing to the growth of the business.The Advisor acts as a trusted partner, proactively...

Wealth Management ExpertiseThe role emphasizes strategic partnership with high-net-worth individuals to deliver comprehensive guidance and bespoke financial solutions.Serving as a trusted advisor, you will proactively anticipate client needs and craft personalized strategies that encompass sophisticated investment management, advanced planning, and expert...

Wealth Management Guidance is provided by a strategic partner for high-net-worth individuals. They deliver comprehensive wealth management and bespoke financial solutions."],

**Wealth Manager**: **Reports To**: Director **Job Overview**: The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good...

Strategic Wealth AdvisorThis role requires a skilled and experienced professional who can deliver comprehensive wealth management guidance and bespoke financial solutions to high-net-worth individuals.Key Responsibilities:Create personalized strategies for clients to achieve their financial aspirations;Provide sophisticated investment management, advanced...

Roles & ResponsibilitiesAs a Wealth Advisory Intern, you will assist our Wealth Executive Director in various tasks aimed at wealth planning and financial management, achieving sales target, identifying growth opportunities and expanding our market presence. This internship offers valuable exposure to the world of wealth financial advisory, consulting and...

Roles & Responsibilities As a Wealth Advisory Intern, you will assist our Wealth Executive Director in various tasks aimed at wealth planning and financial management, achieving sales target, identifying growth opportunities and expanding our market presence. This internship offers valuable exposure to the world of wealth financial advisory, consulting and...

As a Strategic Wealth Advisor, you will serve as a trusted partner for high-net-worth individuals, providing personalized wealth management guidance and bespoke financial solutions.Key ResponsibilitiesWealth Management: Develop and implement comprehensive financial plans, incorporating investment strategies, retirement planning, estate planning, tax...

Roles & Responsibilities Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you In this exciting role, you will...

Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for youIn this exciting role, you will play a...