Full-timeFinance & accounting· Posted 6 Apr

Citigold Client Advisor (Onshore Market)

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: Experienced

About the role

You will act as a trusted advisor to affluent and high-net-worth clients in Singapore, delivering personalised wealth management solutions as part of the Citi Wealth team. The role suits someone with an entrepreneurial mindset who enjoys building long-term client relationships and guiding clients through complex financial decisions. You will work closely with internal specialists to provide integrated advice.

What you'll do

Design and implement tailored financial strategies covering investment management, retirement planning, legacy and estate planning, tax optimisation, and risk mitigation.
Build and maintain deep, long-term relationships with emerging affluent and high-net-worth individuals, serving as their primary advisor.
Understand clients' life goals, financial needs, and generational aspirations to shape advice.

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Drive portfolio growth through proactive prospecting, referrals, and use of Citi's global platform.

Conduct regular reviews to ensure client strategies stay aligned with changing needs.

Partner with internal specialists such as Bancassurance Specialists, Investment Consultants, and Treasury Specialists to deliver end-to-end solutions.

Stay current with market trends, investment opportunities, and regulatory changes, and translate these into actionable advice.

Organise exclusive client events to enhance engagement and share market perspectives.

Ensure full compliance with KYC/AML, regulatory, and internal policies, and manage risk and ethical standards.

Good to know

Extensive on-the-job training and exposure to senior leaders are provided.
You may need to travel locally for client engagement.
Opportunities to volunteer and make a positive impact in the community are available.

Requirements

4–10+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore.
Strong local market knowledge and experience advising on wealth, retirement, and legacy planning.
Proven success in business development, client acquisition, and deepening relationships.
Solid understanding of investment products, wealth strategies, and financial planning tools.
Excellent interpersonal, analytical, and communication skills.
Able to work independently and as part of a team.

Benefits

Extensive on-the-job training
Exposure to senior leaders
Traditional learning opportunities
Volunteerism opportunities

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Citigold Client Advisor (Onshore Market)

About the role

What you'll do

Good to know

Requirements

Benefits

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