Citigold Client Advisor (NRI Market)

About the role

Citi is hiring a Citigold Client Advisor in Singapore to serve affluent and emerging High-Net-Worth Non-Resident Indian (NRI) clients. The Advisor acts as a strategic partner, anticipating client needs and offering personalized investment management, cross-border financial planning and banking services. The role sits in the Private Client Coverage family and is full time.

Key responsibilities

• Formulate and execute tailored financial plans covering investment management, savings, retirement planning, insurance and risk management, and guide clients on international investments, portfolio diversification and multi-currency banking.
• Manage an assigned portfolio of affluent NRI clients as their primary relationship contact, run periodic portfolio reviews, give market updates and resolve client queries promptly.
• Acquire new NRI clients through referrals, market outreach, diaspora networks and digital leads, and identify cross-selling opportunities across investments, foreign exchange, lending and deposits.
• Work with internal product partners such as Investment, FX and Treasury specialists to deliver tailored solutions.
• Monitor market trends, currency movements and economic updates, and support client seminars and relationship-building events.
• Comply fully with KYC/AML regulations, cross-border policies and local supervisory requirements, and escalate control issues transparently.

Required profile

• 4 to 7 years (or more) of experience in wealth management, retail banking relationship management or financial advisory, with exposure to affluent and HNW clients.
• Experience in or affinity for the NRI market, including knowledge of client acquisition techniques within the NRI diaspora.
• Good understanding of NRI cultural nuances, cross-border financial preferences and wealth planning needs.
• Bachelor's or university degree required.
• Mandatory regulatory licenses and certifications required for financial product sales and advisory in the jurisdiction.

Required skills

• Strong working proficiency in Hindi and/or other regional Indian languages (e.g. Gujarati, Punjabi, Tamil, Telugu, Malayalam, Bengali) is advantageous.
• Proven track record of meeting or exceeding business targets in client acquisition and AUM growth.
• Solid grounding in financial markets, mutual funds, fixed income, equities, structured notes and FX solutions.
• Strong communication, relationship-building and negotiation skills, and ability to work independently.