Full-timeFinance & accounting· Posted 6 Apr

CPC Client Advisor (North Asia Market) - Vice President

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 high-net-worth clients, delivering tailored wealth management and financial solutions. Based in Singapore, you will focus on the North Asia market and work closely with internal specialists to provide a seamless client experience. This role suits an experienced professional with strong networks in the region and a passion for helping clients preserve and grow their wealth.

What you'll do

Develop and implement personalised financial plans covering investments, retirement, estate planning, tax optimisation and risk management.
Build and maintain long-term relationships with high-net-worth clients, acting as their main point of contact.
Conduct regular portfolio reviews, share market insights and respond to client queries.

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Identify and pursue new business opportunities within the high-net-worth segment.

Leverage existing networks and referrals to expand the client base.

Collaborate with internal specialists such as investment counsellors, wealth planners and FX specialists.

Stay updated on market trends, economic developments and investment opportunities to provide informed recommendations.

Organise and host client events to strengthen relationships and share market insights.

Ensure strict adherence to KYC/AML and other compliance requirements.

Assess risk in business decisions, uphold ethical standards and escalate control issues transparently.

Good to know

Full-time position based in Singapore.
Focus on the North Asia market (China, Hong Kong, Taiwan).

Requirements

At least 10 years of experience in wealth management or a related field, serving high-net-worth clients.
Experience in North Asia markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development.
Experience managing high-net-worth clients residing in North Asian markets is preferred.
Strong understanding of North Asian culture and practices.
Fluent in Mandarin or Cantonese as well as English.
Proven track record in business development and client relationship management.

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CPC Client Advisor (North Asia Market) - Vice President

About the role

What you'll do

Good to know

Requirements

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