CPC Client Advisor - Vice President
Core
Senior advisory role serving Singapore-domiciled Accredited Investor clients and their families, acting as the central point of contact for their entire financial life.
Role type
Senior IC wealth advisor (private banking)
Builds
Tailored financial solutions and personalized account plans for high-net-worth clients
Domain
Wealth management / Private banking / Singapore
Deliverable
client delivery
Required skills
client origination, business development, portfolio review, account planning, KYC/AML compliance, market analysis
Preferred skills
entrepreneurial mindset, strong existing networks, ability to originate high-valued clients
Technologies
Citi global wealth platform
Responsibilities
Conduct new client prospecting and build client origination pipelines; Execute client onboarding and onboarding strategy; Develop and execute personalized financial solutions in partnership with specialists; Conduct regular portfolio reviews and communicate market insights; Organize and host client events to foster relationships and amplify brand; Ensure strict adherence to KYC/AML and compliance regulations.
Seniority
Senior, hands-on IC with business ownership focus