CitiBank Singapore is seeking a Citigold Client Advisor, a seasoned professional responsible for managing relationships with high-net-worth clients. The role requires strong analytical, communication, and leadership skills, along with compliance and risk management expertise
Job Summary
The role involves reviewing customer needs, validating asset allocation, and proactively engaging clients to enrich relationships.
Candidates must ensure strict adherence to KYC/AML compliance norms while assessing risk and safeguarding the firm's reputation.
The position requires acquiring new CitiGold customers by converting referral leads and organizing events to enhance customer bonding.
Matching Summary
Match Score: 85
CitiBank Singapore is seeking a Citigold Client Advisor, a seasoned professional responsible for managing relationships with high-net-worth clients. The role requires strong analytical, communication, and leadership skills, along with compliance and risk management expertise.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
5-8 years of banking experience
KYC/AML compliance adherence
Asset allocation and financial planning
Client relationship management skills
Sales of fee-based products
Nice-to-have
Strong analytical and prioritization skills
Coaching and training capabilities
Event organization for client bonding
Diplomacy in complex situations
Ability to influence internal decisions
Key Requirements
Bachelor's degree or equivalent experience
Mandatory certifications for selling financial products
5-8 years of professional experience
Ability to manage internal and external relationships