Citigold Client Advisor (Onshore)

About the role

Citi's Citigold Client Advisor is a trusted partner to emerging affluent and high-net-worth individuals in Singapore, working within the Citi Wealth team. The Advisor proactively understands and anticipates client needs, offering strategies across investment management, retirement planning, legacy planning and risk management, and works closely with internal specialists to deliver tailored advice. The role is client-centric and strategic, focused on building enduring relationships and helping clients achieve long-term financial well-being.

Key responsibilities

• Design and implement tailored financial strategies covering investment management, retirement planning, legacy and estate planning, tax optimization and risk mitigation.
• Cultivate long-term relationships with affluent and high-net-worth clients and act as their primary advisor.
• Drive portfolio expansion through prospecting, referrals and Citi's global platform, and review client strategies regularly.
• Partner with Bancassurance, Investment Consultant and Treasury specialists to deliver integrated solutions.
• Stay current on market trends, investment opportunities and regulatory changes and turn them into actionable advice.
• Organize exclusive client events and share market perspectives.
• Ensure compliance with KYC/AML, regulatory and internal policies, and uphold ethical standards and risk controls.

Required profile

• 2 to 5 years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore.
• Bachelor's degree from an accredited institution.
• Demonstrated success in business development, client acquisition and relationship deepening.
• Willingness to travel locally for client engagement when necessary.

Required skills

• Strong local market knowledge and experience advising on wealth, retirement and legacy planning.
• Robust understanding of investment products, wealth strategies and financial planning tools.
• Mandatory certifications required for advising on financial products in Singapore.
• Excellent interpersonal, analytical and communication skills, able to work independently and in teams.