Citigold Client Advisor

1 day ago

Singapore Citi Full time

Join to apply for the Citigold Client Advisor (North Asia)role at Citi The Citigold 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 Citigold 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. Responsibilities: Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management. Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions. Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Client Events: Organize and host client events to foster relationships and provide valuable market insights. Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to. Qualifications: 1-3 years of relevant experience in wealth management or a related field, serving high-net-worth clients. Relevant experience in North Asia Markets with strong networks for client growth and business development. Strong understanding of North Asian culture and practices. Fluent in Mandarin/Cantonese as well as English. Proven track record of success in business development and client relationship management. Deep understanding of financial markets, investment strategies, and wealth planning principles. Strong analytical, communication, and interpersonal skills. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. #J-18808-Ljbffr

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