CPC Client Advisor

2 days ago


Singapore Citi Full time

Join to apply for the
CPC Client Advisor - C13 - SINGAPORE (North Asia Market))
role at
Citi
1 week ago Be among the first 25 applicants
Join to apply for the
CPC Client Advisor - C13 - SINGAPORE (North Asia Market))
role at
Citi
Overview
The Citigold Private Client (CPC) Client Advisor is a strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted advisor, the CPC Client 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 aspirations, 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. This role emphasizes wealth preservation, growth, and intergenerational wealth


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