{"id":1155286,"url":"https://alion.io/job/citi-wealth-planning-advisor","title":"Wealth Planning Advisor","company":{"id":7841,"name":"Citi","domain":"citi.com","url":"https://alion.io/company/citi","size_band":"5000+","is_staffing_agency":false,"is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":249,"ghost_share":0,"stale_share":0,"repost_share":0.08,"time_to_fill_p50_days":11,"computed_at":"2026-09-24T05:45:00Z"}},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Singapore"],"countries":["SG"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":66000,"max_usd":167000,"period":"year","method":"global_role_cell_scaled_by_country","sample_n":3498},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-22T00:00:00Z","employer_posted_date":"2026-09-22","last_verified_at":"2026-09-24T22:34:07Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"The Wealth Planning Advisor is a strategic professional specializing in insurance. This role focuses on providing comprehensive and detailed wealth planning advice to clients in Southeast Asia or Greater China /North Asia or EMEA, leveraging deep expertise in insurance products and strategies. The Advisor acts as a technical authority, contributing to the bank's strategic objectives by ensuring client solutions are aligned with their financial goals and regulatory requirements. This individual possesses advanced communication and diplomacy skills, leveraging the support of Client Advisors and Market Managers, and interacts directly with high-net-worth clients. The role requires a strong understanding of market dynamics, regulatory landscapes, and ethical considerations, with a significant impact on client satisfaction and overall business effectiveness.\nResponsibilities:\nCollaborate closely with Client Advisors and Market Managers within IPB to deliver comprehensive wealth planning advice and insurance solutions to high-net-worth clients.\nAct as a primary subject matter expert on insurance products, wealth planning concepts, and relevant regulatory frameworks within an offshore banking context.\nProvide in-depth analysis and customized wealth plans tailored to individual client needs, ensuring alignment with their long-term financial objectives and risk profiles.\nMaintain continuous and up-to-date knowledge of new insurance products, industry trends, regulatory changes, and economic developments relevant to wealth planning in Southeast Asia or Greater China /North Asia or EMEA\nLeverage and coordinate with internal and external specialists (e.g., product specialists, legal) to ensure holistic and expert-driven client advice.\nPartner with product support teams to facilitate efficient case management, solution design, and policy implementation.\nProvide high-quality advisory support and clear communication to Client Advisors, Market Managers, and clients, ensuring transparency and understanding of complex insurance and wealth planning strategies.\nParticipate in and present at client events, educational seminars, and workshops to share insights on wealth planning strategies and insurance solutions, fostering client engagement and understanding.\nTravel within the region as required.\nAppropriately assess and manage risks associated with wealth planning recommendations, upholding the firm's reputation and safeguarding client interests. This includes adhering to all applicable laws, rules, regulations, and internal policies, exercising sound ethical judgment, and transparently escalating and reporting control issues.\nOther duties as assigned.\nQualifications:\nMinimum University Degree qualified.\n5-8 years of experience in wealth planning advisory or insurance advisory roles, preferably within an offshore banking or financial services environment.\nProven expertise in managing client relationships and providing comprehensive financial advice.\nBroad understanding of financial services, diverse insurance product solutions, and all aspects of wealth planning strategies and concepts (e.g., estate planning, retirement planning, legacy planning).\nExceptional client-centric skills, including outstanding interpersonal, verbal, and written communication abilities, with a strong emphasis on clarity and diplomacy.\nWillingness and ability to travel frequently across Southeast Asia or Greater China /North Asia or EMEA region.\nCMFAS papers (M5, M9, M9A, HI) or equivalent international certifications, as required by regulatory standards.\n------------------------------------------------------\nJob Family Group:\nConsumer Sales------------------------------------------------------\nJob Family:\nConsumer Product Sales------------------------------------------------------\nTime Type:\n------------------------------------------------------\nMost Relevant Skills\nPlease see the requirements listed above.------------------------------------------------------\nOther Relevant Skills\nFor complementary skills, please see above and/or contact the recruiter.------------------------------------------------------\nCiti 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.\nIf you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.\nView Citi’s EEO Policy Statement and the Know Your Rights poster.","description_format":"text","description_chars":4656,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management","Lending","Payments","Capital Markets"],"lifecycle":[{"event":"open","at":"2026-09-23T19:59:19Z"}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.863,"p_room":1,"age_days":2,"expected_fill_days":11,"reasons":["conf:3","velocity","win:early","comp:brand"],"computed_at":"2026-09-24T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/citi-wealth-planning-advisor","json_url":"https://alion.io/job/citi-wealth-planning-advisor.json","meta":{"generated_at":"2026-09-25T02:18:06Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":2422,"day_limit":5000,"remaining_today":2578,"minute_limit":60,"resets_at":"2026-09-26T00:00:00Z"}}}