26956947 Citigold Client Advisor (Onshore)

CITIBANK SINGAPORE LIMITED

Singapore
**
5-8 years wealth management experience
Affluent and high-net-worth client advisory
Investment and retirement planning expertise
** 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. **

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

** 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. **

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

Work Rights

Not specified

Tailored Resume

Cover Letter