Citigold Client Advisor (North Asia)

About the role

Citi is hiring a Citigold Client Advisor in Singapore to serve high-net-worth individuals across North Asia. The Advisor acts as a strategic partner, anticipating client needs and building long-term relationships through personalized investment management, advanced planning and intergenerational wealth transfer. The role sits in the Private Client Coverage family and is full time.

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, running regular portfolio reviews, sharing market insights and addressing client inquiries proactively.
• Pursue new business in the high-net-worth segment using existing networks and referrals.
• Collaborate with internal specialists such as investment counselors, wealth planners and FX specialists.
• Stay up to date on market trends and economic developments and advise clients accordingly.
• Organize and host client events.
• Ensure strict adherence to KYC/AML and other compliance norms, assess risk appropriately, follow the firm's policies and escalate control issues transparently.

Required profile

• 4 to 7 years (or more) of experience in wealth management or a related field serving high-net-worth clients.
• Experience in North Asian markets (China, Hong Kong, Taiwan) with strong networks for client growth; ideally managing high-net-worth clients in those markets.
• Strong understanding of North Asian culture and practices.
• Bachelor's or university degree.
• Mandatory certifications required for advising on and selling financial products.

Required skills

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