Not specified (assumed hybrid based on industry standards).
2 to 4+ years wealth management experience
Advising affluent and high-net-worth clients
Mandatory financial product certifications in singapore
CitiBank Singapore Limited is seeking a Citigold Client Advisor to provide personalized wealth management solutions to emerging affluent and high-net-worth clients. The role requires strong relationship management skills and knowledge of wealth strategies, with a focus on leveraging Citi's extensive resources to meet client needs
Job Summary
The Citigold Client Advisor serves as a trusted partner to emerging affluent and high-net-worth individuals in Singapore.
This role involves designing tailored financial strategies covering investment management, legacy planning, and tax optimization.
Candidates will work closely with internal specialists to deliver integrated solutions while driving portfolio growth through proactive prospecting.
Matching Summary
Match Score: 85
CitiBank Singapore Limited is seeking a Citigold Client Advisor to provide personalized wealth management solutions to emerging affluent and high-net-worth clients. The role requires strong relationship management skills and knowledge of wealth strategies, with a focus on leveraging Citi's extensive resources to meet client needs.
Skills & Requirements
Must-have
2 to 4+ years wealth management experience
Advising affluent and high-net-worth clients
Mandatory financial product certifications in Singapore
Investment management and retirement planning skills
Business development and client acquisition success
Nice-to-have
Strong entrepreneurial mindset
Experience with intergenerational wealth transfer
Ability to organize exclusive client events
Global network leverage for cross-border transactions
Volunteerism and community impact commitment
Key Requirements
Bachelor's degree from accredited institution
2 to 4+ years experience in wealth management
Mandatory certifications for advising on financial products in Singapore
Robust understanding of local market trends and regulations