Citigold Private Client Advisor (North Asia)

About the role

Citi is hiring a Citigold Private Client (CPC) Client Advisor in Singapore, focused on the North Asia region. The CPC Client Advisor acts as a strategic partner for high-net-worth individuals, offering comprehensive wealth management guidance and bespoke financial solutions. The role emphasizes wealth preservation, growth and intergenerational wealth transfer, and calls for a strong entrepreneurial spirit and a client-centric approach.

Key responsibilities

• Develop and implement personalized financial plans covering investment management, retirement planning, estate planning, tax optimization and risk management.
• Serve as the primary point of contact for high-net-worth clients, conducting regular portfolio reviews, sharing market insights and addressing client inquiries proactively.
• Identify and pursue new business opportunities in the high-net-worth segment, using existing networks and referrals to grow the client base.
• Partner with internal specialists such as investment counselors, wealth planners and FX specialists to deliver comprehensive solutions.
• Stay up to date on market trends and economic developments and advise clients accordingly.
• Organize and host client events to build relationships and share market insights.
• Ensure strict adherence to KYC/AML and other compliance norms, assess risk appropriately, uphold ethical standards and escalate and report control issues transparently.

Required profile

• 10+ years of experience in wealth management or a related field serving high-net-worth clients.
• Relevant experience in North Asia markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development; ideally experience managing high-net-worth clients in those markets.
• Strong understanding of North Asian culture and practices.
• Bachelor's degree; Master's degree preferred.
• Mandatory certifications as required for advising on and selling financial products.

Required skills

• Proven track record in business development and client relationship management.
• Deep understanding of financial markets, investment strategies and wealth planning principles.
• Strong analytical, communication and interpersonal skills.
• Ability to work independently and as part of a team.