Full-timeFinance & accounting· Posted 9 Aug
Citigold Client Advisor (North Asia)
CitiFrom company site
Salary
Not stated by the company
When
Full-time hours
Where
Singapore
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- Start
- Not stated
- Work mode
- On-site
- Experience
- Some experience
About the role
This role is a strategic partner for high-net-worth clients, providing wealth management guidance and tailored financial solutions. You will act as a trusted advisor, anticipating client needs and building long-term relationships while collaborating with internal specialists. The position suits someone with an entrepreneurial spirit and experience serving North Asian markets.
What you'll do
- Develop and implement personalized financial plans covering investment management, retirement planning, estate planning, tax optimization, and risk management.
- Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact.
- Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries.
