Strategic Financial Planner for High Net Worth Clients

6 days ago


Singapore Citi Full time

Citi, a leading global bank, offers an exciting opportunity for a highly skilled Wealth Planning Manager to join its team in Singapore. As a key member of the Citi Global Wealth division, this role is responsible for delivering exceptional client experiences and driving business growth through strategic planning and advisory services.

About Citi

Citi has been connecting millions of people across hundreds of cities and countries for over 200 years. With an unparalleled global network, we provide a wide range of financial services and products to our clients, helping them meet their biggest opportunities and challenges.

Job Summary

This is a strategic professional role that requires staying up-to-date with industry developments and contributing to directional strategy by applying knowledge within own job and the business. The ideal candidate will have expertise in managing a sales territory, broad understanding of financial services, product solutions, and all aspects of planning strategies and concepts. Key responsibilities include:

  • Working closely with field sales managers to support field sales professionals in growing existing clients' share of wallet and winning new high net worth prospects.
  • Collaborating with colleagues to offer complete advice and wealth solutions to clients.
  • Leveraging specialists and wholesalers to provide subject matter expertise where appropriate and presenting at client events.
Key Responsibilities

The successful candidate will be responsible for:

  • Partnering with workforce in area to grow existing clients' share of wallet and win new high net worth prospects.
  • Supporting field sales professionals in delivering quality solutions that meet individual clients' needs.
  • Educating sales force on product solutions and creating customized proposals for high net worth clients.
  • Acting as a subject matter expert in insurance products and planning concepts.
  • Maintaining recent knowledge of new products, industry trends, regulatory requirements, tax law changes, etc.
Requirements

To be considered for this role, you should possess:

  • 5-8 years of experience in insurance product sales, preferably offshore.
  • Expertise in managing a sales territory and broad understanding of financial services, product solutions, and planning strategies.
  • Client-centric skills, including excellent interpersonal, verbal, and written communication skills.
  • Traveling expected.
Salary and Benefits

The estimated salary for this position is around $120,000-$180,000 per annum, depending on qualifications and experience. Citi offers a competitive compensation package, including bonuses, stock options, and comprehensive benefits.

Location

This role is based in Singapore and requires frequent travel within the region.



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