Citigold Client Advisor (South Asia)
Core
Strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions across Southeast Asia.
Role type
Senior IC Private Client Advisor (Wealth Management)
Builds
Personalized financial plans, investment strategies, and holistic client experiences for affluent clients.
Domain
Wealth Management / Private Banking / Southeast Asia
Required skills
Strategic wealth management, relationship management, business development, market analysis, compliance/risk management, financial planning, investment strategy, client event management
Preferred skills
Regional language proficiency (Bahasa Indonesia, Thai, Malay, Tagalog, Mandarin), entrepreneurial spirit
Technologies
N/A
Responsibilities
Develop and implement personalized financial plans including investment, retirement, estate, and tax planning; cultivate deep relationships with high-net-worth clients; identify and pursue new business opportunities; collaborate with internal specialists to provide comprehensive solutions; stay abreast of market trends and provide recommendations; organize client events; ensure adherence to KYC/AML and compliance norms.
Seniority
Senior, hands-on IC
