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Citigold Client Advisor at Citi - ApplyBlast

Citigold Client Advisor

Citi

3 days ago

3.6 on Glassdoor

Singapore, Singapore, Singapore

Onsite

Full Time

Senior

0 applicants

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About this role

The Citigold Client Advisor serves as a strategic partner for High-Net-Worth Non-Resident Indian individuals, delivering comprehensive wealth management guidance and tailored financial solutions. This client-centric role involves building long-term relationships, anticipating client needs, and collaborating with internal specialists to provide holistic financial experiences. The position focuses on wealth preservation, capital growth, and cross-border financial planning to support the growth of the Citi Wealth franchise.

Responsibilities

Develop and implement personalized financial plans for affluent and HNW clients
Cultivate and strengthen relationships with NRI clients as primary point of contact
Identify and pursue new business opportunities to expand client base and drive AUM growth

Skills

Qualifications

CFPCFAWealth Management Diplomas

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.