Wealth Planning Advisor - Vice President

About the role

Citi is hiring a Wealth Planning Advisor (Vice President) in Singapore, a strategic insurance specialist who provides comprehensive wealth planning advice to high-net-worth clients in Greater China / North Asia. The advisor acts as a technical authority, working with Client Advisors and Market Managers and coordinating with product specialists and legal experts, while travelling frequently across the region.

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.
• Provide customised wealth plans aligned with each client's long-term objectives and risk profile.
• Keep up to date with new insurance products, industry trends, regulatory changes and economic developments in Greater China / North Asia.
• 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 share insights on wealth planning and insurance solutions.
• Assess and manage risks in wealth planning 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 an offshore banking or financial services environment.
• Proven expertise in managing client relationships and giving comprehensive financial advice.
• Willingness and ability to travel frequently across Greater China / North Asia.

Required skills

• Broad understanding of financial services, insurance products and wealth planning strategies such as estate, retirement and legacy planning.
• Outstanding interpersonal, verbal and written communication, with clarity and diplomacy.
• CMFAS papers (M5, M9, M9A, HI) or equivalent international certifications as required by regulatory standards.