Portfolio Manager

3 days ago

Singapore beBeeInvestment Full time $100,000 - $150,000

At Citi Global Wealth, we are uniquely positioned to help clients meet their banking needs across regions through our global network. We offer a comprehensive suite of wealth solutions and banking services that combine in-depth knowledge of traditional and alternative investments with wealth management expertise.

Job Description

The Investment Counselor (IC) is a key role within our organization, responsible for managing investment relationships and delivering our Chief Investment Officer's views to our wealth clients. This involves communicating and disseminating market views both internally and externally, as well as formulating investment proposals that best suit client needs.

  • Working closely with Client Advisors, the IC manages investment relationships and delivers our Chief Investment Officer's views to our wealth clients.
  • The IC is expected to function as one of the primary client contacts, and trusted investment advisor for clients, including direct sales advisory, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution.
  • The IC works closely with Market Managers and supports Relationship Managers professionals primarily serving clients in Onshore Singapore.
  • Partners with Client Advisors 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's needs.
  • Lead and share investment opportunities with Client Advisors, create customized proposals for high net worth clients and be available to accompany Client Advisors to deliver investment solutions in client meetings.
  • Combine in-depth knowledge of traditional and alternative investments with wealth solutions and banking services to optimize client service and cross-marketing opportunities.
  • Leverages specialists and wholesalers to provide subject matter expertise where appropriate and present or co-present at client events.
  • Provides 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.
Required Skills and Qualifications

To be successful in this role, you will need to possess the following skills and qualifications:

  • 10-15 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.
  • Specific licensing may be required.
Benefits

We offer a range of benefits to support your career development and well-being, including:

  • Extensive on-the-job training and exposure to senior leaders.
  • Opportunities to give back and make a positive impact through volunteerism.
Others

Citigroup 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.

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