Citigold Client Advisor (Onshore Market)
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
Enduring client relationships and tailored financial strategies
Domain
Banking / Wealth Management (via careerplan.io/jobs/859032963158-citigold-client-advisor-onshore-market-at-citi)
Deliverable
client delivery
Required skills
wealth management, retirement planning, legacy and estate planning, tax optimization, risk mitigation, business development, client acquisition, investment products knowledge, regulatory compliance (KYC/AML)
Preferred skills
local market knowledge, entrepreneurial mindset, ability to work independently and collaboratively
Technologies
financial planning tools
Responsibilities
Design and implement tailored financial strategies; cultivate deep long-term relationships with clients; drive portfolio expansion through prospecting and referrals; partner with internal specialists to deliver integrated solutions; stay current with market trends and translate insights into actionable advice; organize exclusive client events; ensure compliance with KYC/AML and internal policies