Wealth Planning Advisor (Onshore)
The Wealth Planning Advisor at Citi is a strategic role focused on providing expert wealth planning and insurance advice to high-net-worth clients in Singapore. The professional will collaborate with client advisors to design customized financial solutions aligned with regulatory standards and client objectives. Candidates must have 5-8 years of experience in wealth or insurance advisory and possess necessary regulatory certifications. This role involves significant client interaction and high-level advisory responsibilities within a global banking environment.
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Experience
5-8 years
Function
Finance
Work mode
Onsite, Singapore
Company
Tier 1
What you will work on
The Wealth Planning Advisor at Citi is a strategic role focused on providing expert wealth planning and insurance advice to high-net-worth clients in Singapore. The professional will collaborate with client advisors to design customized financial solutions aligned with regulatory standards and client objectives. Candidates must have 5-8 years of experience in wealth or insurance advisory and possess necessary regulatory certifications. This role involves significant client interaction and high-level advisory responsibilities within a global banking environment.
TAL's take
Strong role at a Tier 1 global banking institution with clear responsibilities and seniority requirements.
Very clear, well-defined responsibilities and expectations for a specialized wealth advisory role.
Must haves
- University Degree
- 5-8 years of experience in wealth planning or insurance advisory
- Expertise in managing client relationships
- Understanding of insurance products and wealth planning strategies
- Exceptional interpersonal and communication skills
- CMFAS papers (M5, M9, M9A, HI) or equivalent certifications
About the company
Global financial institution, part of the major banking group.