Citigold Client Advisor (NRI Market)
Core
Strategic partner for High-Net-Worth Non-Resident Indian individuals, delivering comprehensive wealth management guidance and tailored financial solutions.
Role type
Senior IC relationship banker (wealth management)
Builds
Personalized financial plans, offshore portfolios, retirement/estate planning strategies, and cross-border financial solutions for NRI clients.
Domain
Banking / Wealth Management / Cross-border Finance
Deliverable
client delivery
Required skills
Strategic wealth management, relationship management, business development, multi-currency solutions, global financial markets knowledge, regulatory compliance (KYC/AML), cross-border regulations
Preferred skills
NRI market experience, regional/multi-market coverage, cultural nuances of Indian diaspora, Hindi or other regional Indian languages, professional certifications (CFP, CFA)
Technologies
None stated
Responsibilities
Develop and implement personalized financial plans including investment management and estate planning; Cultivate relationships with affluent NRI clients and conduct portfolio reviews; Identify new business opportunities and expand client base; Partner with internal specialists to provide holistic solutions; Stay abreast of global market trends and provide actionable recommendations; Organize client engagement sessions; Ensure compliance with KYC/AML guidelines and cross-border regulations.
Seniority
Senior, hands-on IC
