Citigold Client Advisor (NRI Market)
Core
Strategic partner for affluent Non-Resident Indian (NRI) individuals delivering comprehensive wealth management guidance and tailored financial solutions.
Role type
Senior IC Private Client Advisor (Wealth Management)
Builds
Personalized wealth strategies, investment portfolios, and banking services for NRI clients
Domain
Banking & Wealth Management (NRI/Diaspora)
Required skills
Strategic wealth planning, cross-border financial planning, investment management, relationship management, business development, market analysis, compliance/risk management
Preferred skills
NRI market experience, cultural nuance understanding, multi-currency banking expertise, client acquisition techniques
Technologies
Mutual funds, fixed income, equities, structured notes, foreign exchange solutions
Responsibilities
Formulate and execute tailored financial plans encompassing investment management, savings strategies, retirement planning, insurance, and risk management; Cultivate and manage an assigned portfolio of affluent NRI clients as primary relationship contact; Proactively acquire new NRI clients through referrals, market outreach, and digital leads; Collaborate with internal product partners to deliver tailored solutions; Monitor financial market trends and currency movements to provide timely advisory; Ensure adherence to KYC/AML regulations and cross-border policies
Seniority
Mid-Senior, hands-on IC
