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Provide total wealth management solutions and investment advisory services to HNWI from Citigold Private Client segment.
Construct, manage and monitor client investment portfolios through in-depth quality advisory across multi-asset classes (managed investments and capital market products) to achieve enhanced performance
Proactively perform regular total wealth and investment portfolio review and re-balancing to provide meaningful portfolio updates and investment recommendations within a portfolio context to achieve clients' pre-established wealth goal
Develop total wealth plan for clients according to their financial objectives, needs, time horizon and risk-reward profile and offer relevant financial advisory (investment, insurance, trust/estate) to help clients establish their plan
Work with treasury, insurance and trust specialists to provide tactical investment solution and comprehensive life contingency and wealth transfer/structure planning to clients as part of their overall wealth plan
Perform daily markets, portfolio and products updates to Relationship Managers to ensure they are equipped with the latest information and tools and share best advisory practices to breed success
Knowledge / Experience /
Tertiary degree, preferably in Finance / Banking / Business Administration
Minimum of 6 years relevant working experience, in a financial institution with relevant experiences in various specialization of wealth advisory
Professional qualifications in any of the following:
Chartered Financial Analyst
Certified Financial Planner
Chartered Financial Consultant
Master of Science in Wealth Management
Chartered Alternative Investment Analyst
Skills and knowledge in the areas of Financial Planning and Portfolio Management
Bloomberg / Reuters knowledge and skill is an added advantage
Knowledgeable with Excel
Ability to work under pressure and well organized
Strong interpersonal, communication and presentation skills
Systematic and thorough in process and follow-ups
Ability to perform as team contributor, to work collectively and independently
Innovative, resourceful and a keen eye for details
Internal Number: 4675808
About Citibank NA
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