Cpc Client Advisor

**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 transfer, recognizing the unique needs of the world's changemakers. The CPC Client Advisor is expected to possess a strong entrepreneurial spirit and consistently seek opportunities to enhance the client experience.

**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. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries.
- ** Business Development**: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base.
- ** Collaboration**: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions.
- ** Market Analysis**: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations.
- ** 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**:

- 10+ years of experience in wealth management or a related field, serving high-net-worth clients.
- Relevant experience in North Asia Markets ( China, Hong Kong, Taiwan) with strong networks for client growth and business development. Ideally with experience managing high-net-worth clients residing in these markets.
- 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.
- Ability to work independently and as part of a team.
- Mandatory certifications as required for advising on and selling financial products
- ** Education**:
Bachelor's/University degree, Master's degree preferredJob Family Group:
Private Client Coverage
- **Job Family**:
Relationship Banker
- Time Type:
Full time
- Most Relevant Skills

Please see the requirements listed above.
- Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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