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Citigold Client Advisor at Citi - ApplyBlast

Citigold Client Advisor

Citi

1 month ago

3.6 on Glassdoor

Singapore, Singapore, Singapore

Onsite

Full Time

Medior

0 applicants

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About this role

The Citigold Client Advisor serves as a strategic partner and trusted advisor to high-net-worth individuals, delivering comprehensive wealth management guidance and bespoke financial solutions. This role focuses on building deep, long-term relationships, anticipating client needs, and collaborating with internal specialists to provide holistic financial experiences. The position emphasizes wealth preservation, growth, and intergenerational wealth transfer while driving the growth of the Citi Wealth franchise.

Responsibilities

Develop and implement personalized financial plans for high-net-worth clients
Cultivate and strengthen relationships with high-net-worth clients as primary point of contact
Identify and pursue new business opportunities within the high-net-worth segment

Skills

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

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Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.