Citigold Client Advisor (onshore Market)

Citi Handlowy

Singapore, Singapore, Singapore
Not specified
Wealth management solutions
Client relationship management
Investment management strategies
Citi Handlowy is seeking a Citigold Client Advisor in Singapore to provide personalized wealth management solutions to affluent and high-net-worth clients. The role emphasizes relationship management, business development, and collaboration with internal specialists to deliver comprehensive financial strategies

Job Summary

  • The Citigold Client Advisor provides holistic and personalized wealth management solutions to emerging affluent and high-net-worth clients in Singapore.
  • This role focuses on building enduring client relationships, delivering tailored financial strategies, and driving portfolio growth through proactive business development.
  • The Advisor collaborates closely with internal specialists to offer integrated financial advice while ensuring compliance with regulatory and ethical standards.

Matching Summary

Match Score: 85

Citi Handlowy is seeking a Citigold Client Advisor in Singapore to provide personalized wealth management solutions to affluent and high-net-worth clients. The role emphasizes relationship management, business development, and collaboration with internal specialists to deliver comprehensive financial strategies.

Skills & Requirements

Must-have

  • wealth management solutions
  • client relationship management
  • investment management strategies
  • retirement and legacy planning
  • business development and portfolio growth
  • collaboration with financial specialists
  • compliance with KYC/AML regulations

Nice-to-have

  • entrepreneurial mindset
  • strong interpersonal skills
  • market insights and advisory
  • client event organization
  • team collaboration
  • analytical and communication skills

Key Requirements

  • 4 - 10+ years wealth management experience
  • mandatory financial product certifications in Singapore
  • strong local market knowledge
  • bachelor’s degree from accredited institution
  • ability to travel locally for client engagement

Work Rights

Not specified

Tailored Resume

Cover Letter