Citigold Private Client Advisor (North Asia)
Core
Strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions.
Role type
Senior IC Private Client Advisor
Builds
Personalized financial plans, investment strategies, and holistic client experiences
Domain
Wealth Management / Private Banking
Required skills
Strategic wealth management, Relationship management, Business development, Market analysis, Compliance & risk controls, Financial planning
Preferred skills
North Asia market experience, Intercultural competence
Technologies
N/A
Responsibilities
Develop personalized financial plans including investment, retirement, estate, and tax planning; Cultivate relationships with high-net-worth clients and conduct portfolio reviews; Identify and pursue new business opportunities; Partner with internal specialists to provide comprehensive solutions; Organize client events; Ensure adherence to KYC/AML and compliance norms.
Seniority
Senior, hands-on IC
