Strategic Investment Professional

2 weeks ago

Singapore beBeeFinancial Full time $80,000 - $120,000
Investment Counselor Job Opportunity

Are you a strategic professional looking to expand your skills and make a difference in the financial industry?

Citi Global Wealth is seeking a high-caliber Investment Counselor to join our team in North Asia. As an Investment Counselor, you will play a critical role in managing investment relationships and delivering market views to our wealth clients.

Key Responsibilities:
  • Manage investment relationships and deliver market views to our wealth clients
  • Function as one of the primary client contacts, providing trusted investment advice and portfolio guidance
  • Collaborate with Relationship Managers and Market Managers to grow client share of wallet and win new business opportunities
Requirements:
  • 6-10 years of experience in investment product sales required
  • Broad understanding of financial services, product solutions, and all aspects of financial planning strategies and concepts
  • Client-centric skills including excellent interpersonal, verbal, and written communication skills
  • Able to converse in business-level Mandarin and/or Cantonese to serve clients within North Asia market
Benefits:

As a valued member of our team, you will receive:

  • Extensive on-the-job training and exposure to senior leaders
  • Opportunities for career growth and development
  • Access to learning and development resources to broaden and deepen your skills and knowledge
  • Support for physical and mental well-being, including access to telehealth options, health advocates, and confidential counseling
What We Offer:

Citi provides a dynamic and supportive work environment that fosters collaboration and innovation. As an Investment Counselor, you will have the opportunity to:

  • Make a meaningful impact on the lives of our clients
  • Develop your skills and expertise in a fast-paced and ever-changing industry
  • Work with a talented and diverse team of professionals

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