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Citibank Singapore is seeking a Citigold Client Advisor to provide personalized wealth management solutions to affluent and high-net-worth clients. The role requires significant experience in wealth management and focuses on relationship-building, comprehensive financial planning, and collaboration with internal specialists.
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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 including investment management, legacy planning, and tax optimization.
Candidates will drive portfolio expansion through proactive prospecting while collaborating with internal specialists to deliver integrated solutions.
Matching Summary
Match Score: 75
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Citibank Singapore is seeking a Citigold Client Advisor to provide personalized wealth management solutions to affluent and high-net-worth clients. The role requires significant experience in wealth management and focuses on relationship-building, comprehensive financial planning, and collaboration with internal specialists.
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Skills & Requirements
Must-have
5-8 years wealth management experience
Affluent and high-net-worth client advisory
Investment and retirement planning expertise
Business development and portfolio growth
Singapore financial regulatory compliance
Nice-to-have
Entrepreneurial mindset for career growth
Global network utilization skills
Client event organization capabilities
Intergenerational wealth transfer knowledge
Volunteerism and community impact focus
Key Requirements
Bachelor's degree from accredited institution
Mandatory certifications for advising on financial products in Singapore
5-8+ years of wealth management experience
Strong local market knowledge of Singapore wealth sector