Wealth Planning Advisor (Insurance)

About the role

Citi is looking for a Wealth Planning Advisor who specialises in insurance and provides detailed wealth planning advice to high-net-worth clients in Southeast Asia, Greater China / North Asia or EMEA. The advisor acts as a technical authority, working with Client Advisors and Market Managers and coordinating with product specialists and legal experts to align client solutions with their financial goals and regulatory requirements.

Key responsibilities

• Deliver comprehensive wealth planning advice and insurance solutions to high-net-worth clients together with Client Advisors and Market Managers.
• Act as subject matter expert on insurance products, wealth planning concepts and regulatory frameworks in an offshore banking context.
• Tailor in-depth analysis and customised wealth plans to each client's long-term objectives and risk profile.
• Keep up to date with new insurance products, industry trends, regulatory changes and economic developments.
• Coordinate with internal and external specialists and partner with product support teams on case management, solution design and policy implementation.
• Communicate clearly and transparently with advisors, managers and clients on complex insurance and wealth planning strategies.
• Present at client events, seminars and workshops and travel within the region as required.
• Assess and manage risks of recommendations, comply with laws, rules and internal policies, and escalate control issues.

Required profile

• Minimum university degree.
• 5-8 years of experience in wealth planning or insurance advisory, preferably in offshore banking or financial services.
• Proven expertise in client relationship management and financial advice.
• Broad understanding of financial services, insurance products and wealth planning topics such as estate, retirement and legacy planning.
• Strong interpersonal, verbal and written communication skills, with a focus on clarity and diplomacy.
• Willingness and ability to travel frequently across the region.
• CMFAS papers (M5, M9, M9A, HI) or equivalent international certifications where required by regulators.