IPB Investment Counselor
1 week ago
The Investment Counselor (IC) is a strategic professional who stays abreast of developments within their own field and the business. They recognized as the authority for investment products and market trends within the business. To be effective in this role, the IC is required to communicate and disseminate market views both internally and to external clients. The IC is also expected to formulate investment proposals which best suit client needs. Responsibilities Working closely with Client Advisors, the Investment Counselor (IC) manages investment relationships and delivers our Chief Investment Officer (CIO)'s views to our wealth clients. IC is expected to function as one of the primary client contacts, and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution Works closely with the Market Managers and support the Client Advisors professionals primarily serving clients in North Asia markets. 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. Educates 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. Collaborates with colleagues to offer complete advice and wealth solutions to clients. 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. 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. 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 Fluency in Mandarin and / or Cantonese is essential for the role Specific licensing may be required Education Bachelor's / University degree, Master's degree preferred Job Family Group: Consumer Sales Job Family: Consumer Product Sales Time Type: Full time #J-18808-Ljbffr
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Ipb Investment Counselor
5 days ago
Singapore Citi Full time**Responsibilities**: - Working closely with Relationship Managers, the Investment Counselor (IC) manages Investment Relationships and delivers our Chief Investment Officer (CIO) ‘s views to our wealth clients - IC is expected to function as one of the primary client contacts, and trusted investment advisor for clients, including direct selling,...
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Investment Counselor
1 week ago
Singapore Citi Full timeOverview Join to apply for the Investment Counselor / Senior Investment Counselor - Citi Private
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IPB Investment Counselor
2 weeks ago
Singapore Citigroup Inc. Full timeThe Investment Counselor (IC) is a strategic professional who stays abreast of developments within their own field and the business. They are recognized as the authority for investment products and market trends within the business. To be effective in this role, the IC is required to communicate and disseminate market views both internally and to external...
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Vice President
5 days ago
Singapore Citigroup Full time**Job Description for Investment Counselor - VP** The Investment Counselor (IC) is a strategic professional who stays abreast of developments within their own field and the business. They recognized as the authority for investment products and market trends within the business. To be effective in this role, the IC is required to communicate and disseminate...
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IPB Investment Counselor
2 weeks ago
Singapore Citibank (Switzerland) AG Full time## For additional information, please review .The Investment Counselor (IC) is a strategic professional who stays abreast of developments within their own field and the business. They recognized as the authority for investment products and market trends within the business. To be effective in this role, the IC is required to communicate and disseminate...
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Senior UHNW Investment Counselor
2 weeks ago
Singapore CITICORP INVESTMENT BANK (SINGAPORE) LIMITED Full timeA global financial institution in Singapore is looking for a Senior Investment Counselor to manage relationships with ultra-high net worth clients. The ideal candidate will have extensive experience in investment advising, and the ability to build and cultivate client trust while providing tailored investment solutions. Join a dedicated team committed to...
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Vice President
2 weeks ago
Singapore Citibank (Switzerland) AG Full time## For additional information, please review .Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start...
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Investment Counselor
1 day ago
Singapore Ambition Full timeOur client, a global Private Banking and Asset Management group is looking for experienced Investment Counselor (Advisory Solutions) to join their team. **Key Responsibilities: -** - Partners with Relationship Managers to service clients, who require frequent interaction with a seasoned bank's investment specialist. - Provide timely and unbiased investment...
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Avp, Investment Counselor, C12, Singapore
2 weeks ago
Singapore Citi Full timeWhether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and...
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UHNW Investment Counselor
2 weeks ago
Singapore Citigroup Inc. Full timeA leading global financial services firm seeks a Senior Investment Counselor in Singapore to manage and grow investment relationships with ultra-high net worth clients. The role demands extensive investment advising skills, a solid client relationship background, and a minimum of 6 years of experience. This position offers competitive benefits and a chance...
