Citigold Client Advisor (Onshore)
The Citigold Client Advisor at Citi in Singapore acts as a primary wealth management partner for affluent and high-net-worth clients. Responsibilities include comprehensive financial planning, proactive portfolio growth, and seamless collaboration with internal specialists to deliver tailored investment and legacy solutions. The role requires significant experience in local wealth management and a strong track record of client acquisition. This is a client-centric position focused on long-term relationship building and financial strategy execution.
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Experience
5-8 years
Function
Finance
Work mode
Onsite, Singapore
Company
Tier 1
What you will work on
The Citigold Client Advisor at Citi in Singapore acts as a primary wealth management partner for affluent and high-net-worth clients. Responsibilities include comprehensive financial planning, proactive portfolio growth, and seamless collaboration with internal specialists to deliver tailored investment and legacy solutions. The role requires significant experience in local wealth management and a strong track record of client acquisition. This is a client-centric position focused on long-term relationship building and financial strategy execution.
TAL's take
Role at a premier global bank with well-defined responsibilities in a high-impact wealth management function.
The JD provides clear expectations for client relationship management, business development, and specific wealth planning responsibilities.
Must haves
- 5-8+ years of experience in wealth management
- Strong local market knowledge in Singapore
- Experience in wealth, retirement, and legacy planning
- Demonstrated success in business development and client acquisition
- Mandatory certifications for advising on financial products in Singapore
About the company
Citi is a major global bank and financial institution.