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 private client advisor
Builds
Personalized wealth management strategies and financial solutions
Domain
Wealth management / Private banking
Required skills
Strategic wealth management, Relationship management, Business development, Market analysis, Compliance and risk management, Intergenerational wealth planning
Preferred skills
North Asia market expertise, Strong networks in China/Hong Kong/Taiwan, Deep understanding of North Asian culture
Technologies
Financial planning tools, Investment management platforms
Responsibilities
Develop and implement 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; Organize client events; Ensure adherence to KYC/AML and compliance norms.
Seniority
Mid-Senior, hands-on IC
