Full-timeFinance & accounting· Posted 21 Sept
Citigold Private Client Advisor (North Asia)
CitiApply on 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
A wealth management role focused on high-net-worth clients, acting as their main point of contact for financial guidance. You will work with internal specialists to deliver tailored solutions and help grow the Citi Wealth business. It suits someone with an entrepreneurial mindset and deep experience serving affluent clients.
What you'll do
- Build and implement personalised financial plans covering investments, retirement, estate planning, tax and risk
- Manage relationships with high-net-worth clients, conduct portfolio reviews and respond to enquiries
- Seek new business opportunities and grow the client base through networks and referrals
- Work with investment counsellors, wealth planners and FX specialists to deliver comprehensive solutions
