Citigold Private Client (CPC) Advisor (North Asia) - Vice President
Core
Strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions in North Asia.
Role type
Senior IC private client advisor (wealth management)
Builds
Personalized financial plans, investment strategies, and long-term client relationships
Domain
Wealth management / Private banking / North Asia (China, Hong Kong, Taiwan)
Required skills
Strategic wealth management, relationship management, business development, market analysis, compliance/risk management, financial planning, intergenerational wealth transfer
Preferred skills
North Asian market experience, local network, cultural fluency
Technologies
None stated
Responsibilities
Develop personalized financial plans (investment, retirement, estate, tax, risk), cultivate high-net-worth client relationships, identify new business opportunities, partner with internal specialists, analyze market trends, organize client events
Seniority
Senior, hands-on IC
