Strategic Financial Advisor

1 week ago

Singapore beBeeinvestment Full time $90,000 - $120,000
Job Opportunity:

We are seeking a highly skilled professional to fill the role of Investment Counselor. As a key member of our team, you will play a vital part in managing investment relationships and delivering exceptional service to our clients.

About the Role:
  • Investment Relationship Management: Work closely with Relationship Managers to manage investment relationships and deliver our Chief Investment Officer's views to wealth clients.
  • Client Contact and Trust Advisor: Function as one of the primary client contacts, trusted investment advisor for clients, including direct selling, determining suitability, identifying product-specific opportunities, portfolio advice, and after-sales execution.

Key Responsibilities:
  • Manage investment relationships and deliver our Chief Investment Officer's views to wealth clients.
  • Function as one of the primary client contacts and trusted investment advisor for clients.
  • Work closely with Market Managers and support Relationship Managers professionals primarily serving clients in North Asia Markets.
  • Partner with Relationship Managers to grow their existing clients' share of wallet and win a greater percentage of their high net worth prospects by focusing on delivering quality solutions that meet individual client needs.
  • Educate sales force on product solutions, create customized proposals for high net worth clients, and be available to accompany sales professionals to deliver solutions in client meetings.
  • Collaborate with colleagues to offer complete advice and wealth solutions to clients.
  • Leverage specialists and wholesalers to provide subject matter expertise where appropriate and present or co-present at client events.
  • Provide a high level of communication and customer service to sales professionals and their clients.
  • Accountable for product revenue goals and penetration goals.
  • Other duties as assigned.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

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.
  • Specific licensing may be required.
  • Expect up to 50% travel.

Benefits:
  • Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
  • Citi provides programs and services for your physical and mental well-being, including access to telehealth options, health advocates, confidential counseling, and more. Coverage varies by country.

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