CPC Client Advisor, Citi

Citi

Location:
Singapore, Singapore

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

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.

Job Responsibility:

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

Requirements:

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
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

Additional Information:

Job Posted:
June 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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CPC Client Advisor