The Company is seeking a Vice President, Citigold Private Client (CPC) Advisor to join their team. The successful candidate will serve as a strategic partner for high-net-worth individuals, providing comprehensive wealth management guidance and bespoke financial solutions. This role is pivotal in anticipating client needs, crafting personalized strategies, and empowering clients to achieve their financial aspirations. The ideal candidate will have a strong entrepreneurial spirit, a proven track record in business development, and the ability to build and maintain deep, long-term relationships with clients. Key responsibilities for the CPC Client Advisor include strategic wealth management, relationship management, business development, collaboration with internal specialists, market analysis, and ensuring compliance with KYC/AML and other regulatory standards. The role requires a professional with at least 10 years' of experience in wealth management or a related field, a deep understanding of financial markets, investment strategies, and wealth planning principles, and fluency in Mandarin/Cantonese as well as English. The candidate should have a strong network in the North Asia markets, particularly in China, Hong Kong, and Taiwan, and a proven ability to manage high-net-worth clients in these regions. A Bachelor's degree is required, with a Master's degree preferred, and mandatory certifications for advising on and selling financial products.

Hiring Company

Citi