Citigold Client Advisor (Onshore)
Core
Trusted partner to emerging affluent and high-net-worth individuals in Singapore, providing holistic and personalized wealth management solutions.
Role type
Senior IC relationship banker (wealth management)
Builds
Tailored financial strategies including investment management, retirement planning, legacy planning, and risk mitigation
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment management, retirement planning, legacy and estate planning, tax optimization, risk mitigation, business development, client acquisition, regulatory compliance (KYC/AML)
Preferred skills
Local market knowledge, financial planning tools expertise, entrepreneurial mindset
Technologies
Financial planning tools
Responsibilities
Design and implement tailored financial strategies, cultivate long-term relationships with high-net-worth individuals, drive portfolio expansion through prospecting and referrals, partner with internal specialists for integrated solutions, organize client events, ensure compliance with KYC/AML and internal policies
Seniority
Mid-Senior, hands-on IC