Citigold Client Advisor (North Asia)
Core
Strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions in North Asia.
Role type
Senior IC wealth management advisor
Builds
Personalized financial plans, investment strategies, and holistic client experiences for high-net-worth individuals
Domain
Wealth management / Private banking / North Asia (China, Hong Kong, Taiwan)
Required skills
Strategic wealth management, relationship management, business development, market analysis, compliance/risk management, financial planning, investment strategy, cross-functional collaboration
Preferred skills
North Asian market expertise, cultural fluency, entrepreneurial spirit
Technologies
None stated
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; Analyze market trends and provide recommendations; Organize client events; Ensure adherence to KYC/AML and compliance norms
Seniority
Mid-Senior, hands-on IC
