IPB Investment Counselor

2 days ago

Singapore Citi Full time

The Investment Counselor (North Asia) is a strategic professional responsible for staying updated on developments within their field and contributing to the company's strategic direction by applying their expertise to their role and the business. They are recognized as a technical authority in their area and require basic commercial awareness. Typically, multiple professionals possess similar subject matter expertise within the organization. The role demands developed communication and diplomacy skills to guide, influence, and persuade colleagues and external clients. The position has a significant impact through complex deliverables and provides advice related to technology or business operations, affecting overall performance and effectiveness of the sub-function or job family.
Responsibilities:
Collaborate closely with field sales managers and support the field sales team within a specific geographic area.
Partner with the workforce to expand existing client relationships and attract high net worth prospects by delivering tailored solutions that meet individual client needs.
Educate the sales team on product solutions, create customized proposals for high net worth clients, and accompany sales professionals during client meetings to deliver solutions.
Work with colleagues to provide comprehensive advice and wealth solutions to clients.
Utilize specialists and wholesalers to offer subject matter expertise and participate in client events as a presenter or co-presenter.
Serve as a subject matter expert on products and planning concepts in the area.
Keep current with new products, industry trends, regulatory requirements, and tax law changes.
Coordinate with the product support team for case management and design support.
Maintain high levels of communication and customer service to sales professionals and clients.
Manage requests from sales professionals, monitor outstanding cases, and oversee client meeting schedules.
Present at client events hosted by sales professionals in the area.
Travel as needed to meet with clients and sales teams.
Achieve product revenue and market penetration goals.
Perform other duties as assigned.
Assess risks appropriately in business decisions, ensuring compliance with laws and regulations, safeguarding the firm's reputation, and escalating issues as necessary.
Qualifications:
6-10 years of experience in product sales.
Broad understanding of financial services, product solutions, and planning strategies.
Strong client-centric skills, including excellent interpersonal and communication abilities.
Willingness to travel up to 75%, primarily for day trips within the area.
Education:
Bachelor's degree required; Master's degree preferred.
Note: The job family group is Consumer Sales, and the job family is Consumer Product Sales. This is a full-time position. Citi is an equal opportunity employer that considers all qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other protected characteristics. Reasonable accommodations are available for applicants with disabilities. For more information, see Citi's EEO Policy Statement and the Know Your Rights poster.
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