Citigold 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 wealth management advisor
Builds
Personalized financial plans, investment strategies, and holistic client experiences
Domain
Private banking / Wealth management / North Asia Markets
Deliverable
client delivery
Required skills
Strategic wealth management, Relationship management, Business development, Market analysis, Compliance & risk management, Financial planning
Preferred skills
Intercultural competence, Entrepreneurial spirit (via careerplan.io/jobs/859032788151-citigold-client-advisor-north-asia-at-citi)
Technologies
N/A
Responsibilities
Develop and implement personalized financial plans encompassing investment, retirement, estate, and tax planning; Cultivate and strengthen relationships with high-net-worth clients; Identify and pursue new business opportunities within the high-net-worth segment; Partner with internal specialists to provide comprehensive financial solutions; Organize and host client events; Ensure adherence to KYC/AML and other compliance norms.
Seniority
Mid-to-Senior, hands-on IC
