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CPC Client Advisor - C13 - SINGAPORE (North Asia Market))

CPC Client Advisor - C13 - SINGAPORE (North Asia Market))

CitiSingapore
13 days ago
Job description

Responsibilities

  • Strategic Wealth Management : Develop and implement personalized financial plans epassing investment management, retirement planning, estate planning, tax optimization, and risk management.
  • Relationship Management : Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews,municate market insights, and proactively address client inquiries.
  • Business Development : Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base.
  • Collaboration : Partner with internal specialists (, investment counselors, wealth planners, FX specialists) to provide clients withprehensive financial solutions.
  • Market Analysis : Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and rmendations.
  • Client Events : Organize and host client events to foster relationships and provide valuable market insights.

Ensure that KYC / AML and otherpliance norms are strictly adhered to.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by drivingpliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications :

  • 10+ years of experience in wealth management or a related field, serving high-net-worth clients.
  • Relevant experience in North Asia Markets ( China, Hong Kong, Taiwan) with strong networks for client growth and business development. Ideally with experience managing high-net-worth clients residing in these markets.
  • Strong understanding of North Asian culture and practices.
  • Fluent in Mandarin / Cantonese as well as English.
  • Proven track record of success in business development and client relationship management.
  • Deep understanding of financial markets, investment strategies, and wealth planning principles.
  • Strong analytical,munication, and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Mandatory certifications as required for advising on and selling financial products
  • Education :
  • Bachelor's / University degree, Master's degree preferred

    Job Family Group :

    Private Client Coverage

    Job Family : Relationship Banker

    Time Type : Full time

    Most Relevant Skills

    Please see the requirements listed above.

    Other Relevant Skills

    Forplementary skills, please see above and / or contact the recruiter.

    Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

    If you are a person with a disability and need a reasonable amodation to use our search tools and / or apply for a career opportunity review Accessibility at Citi .

    View Citi's EEO Policy Statement and the Know Your Rights poster.

    Job ID 25874100

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    Client Advisor • Singapore