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Head of Client Advisory, Asia South Wealth

citi · Singapore Singapore

New
Senior 🇬🇧 English

Job description

About the role

Citi is looking for a Head of Client Advisory to lead its Wealth franchise in Singapore, covering both onshore and offshore businesses (the offshore business is known as the International Personal Bank). As part of the Asia South Wealth Leadership Team, the role drives asset growth, advisory excellence, client engagement and talent development, and builds a high-performing advisory organization that grows Net New Assets and strengthens Citi's position as a leading advisory-led wealth manager.

Key responsibilities

  • Lead the growth and performance of the onshore and offshore Wealth advisory franchise in Singapore, driving NNA, AUM, revenue and share-of-wallet growth through client acquisition, asset consolidation and relationship deepening.
  • Improve advisor productivity, client coverage and portfolio penetration through disciplined activity management and performance governance.
  • Shape differentiated advisory models for Affluent (Citigold) and High Net Worth (Citigold Private Client) clients, including segment-specific growth strategies and service models.
  • Elevate portfolio construction, asset allocation, investment advisory and financial planning, and build a consistent framework for client reviews and financial planning engagement.
  • Lead, develop and inspire a large advisory organization across markets, with succession planning, competency frameworks and career pathways.
  • Modernize the advisory model through digitization, automation and AI, using client data and analytics to deepen engagement.
  • Maintain governance, conduct and regulatory compliance, and partner with internal departments and represent Citi with clients, regulators and external stakeholders.

Required profile

  • 15+ years of leadership experience in wealth management, private banking, consumer banking or advisory-led financial services.
  • Proven track record managing large-scale affluent and HNW businesses with significant revenue and AUM responsibility.
  • Demonstrated success delivering NNA growth, asset acquisition and improved advisor productivity.
  • Experience leading multi-market, multi-segment organizations.
  • Bachelor's degree required.

Required skills

  • Deep understanding of investments, insurance, lending and wealth advisory solutions.
  • Strong commercial, strategic and people leadership, with executive communication and influencing skills.
  • Experience deploying digital and AI-enabled advisory capabilities is highly desirable.

Questions fréquentes

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Source : ats:workday

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Published 15 hours ago

Expires 1 month from now

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citi

Singapore Singapore