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Financial Growth Strategist
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The Citigold Client Advisor role offers a unique opportunity to provide holistic and personalized wealth management solutions to emerging affluent and high-net-worth individuals in Singapore. This key member of the Citi Wealth team will proactively understand and anticipate client needs, offering sophisticated strategies across investment management, retirement planning, legacy planning, and risk management.
Key Responsibilities:
- Proactively understand and anticipate client needs, offering tailored advice that addresses both immediate financial goals and future aspirations.
- Navigate complex financial landscapes and help clients achieve long-term financial well-being.
- Work closely with internal specialists to deliver seamless, tailored advice.
Benefits:
This role is client-centric and strategic-focused on building enduring relationships. The Advisor will have access to extensive training and development opportunities, as well as exposure to senior leaders within the organization. Additionally, they will be part of a dynamic team that prioritizes volunteerism and community involvement.
Requirements:
To succeed in this role, candidates must possess strong analytical and problem-solving skills, with the ability to communicate complex financial concepts effectively to clients. They should also be results-driven, with a proven track record of delivering high-quality results in a fast-paced environment.
About Us:
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. Our strategies aim to maintain liquidity while maximizing yields, transact in foreign currency, and manage fluctuating expenses or cash flow.
