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 relationship banker (wealth management)
Builds
Personalized financial plans, investment strategies, and client relationships
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
Preferred skills
Intergenerational wealth transfer planning, client event organization
Technologies
None stated
Responsibilities
Develop personalized financial plans (investment, retirement, estate, tax, risk), cultivate relationships with high-net-worth clients, identify new business opportunities, partner with internal specialists, analyze market trends, organize client events
Seniority
Mid-Senior, hands-on IC