Citi private bank
6 days ago
Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. AtCiti , 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 exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.
Shape your Career with Citi
Citibankserves as a trusted advisor to our retail, mortgage, small business and wealth management clients at every stage of their financial journey. We offer an array of products, services, and digital capabilities to clients across the full spectrum of consumer banking needs worldwide.
We’re currently looking for a high caliber professional to join our team asOfficer, Investment Assocbased inSingapore.Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decisions and manage your financial well-being to help plan for your future.
The Investment Counselor Intermediate Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.
Responsibilities:
Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas.
Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team).
Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
Combine in-depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
Work across currencies, asset classes, markets and jurisdictions.
Engage and advise clients on brokerage activity and execute trades seamlessly.
Actively look for cross-sell opportunities in other areas of the bank, in particular lending, trust and institutional markets solutions.
Partner with Bankers to prospect for new investment business.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
Qualifications:
2-5 years relevant experience.
Experience in financial services or relevant experience.
Applies analytical thinking and knowledge of data analysis. Requires attention to detail when making judgments and recommendations. Solid communication and diplomacy skills are required.
S7, S66 (or S63) and S3; NOTE: Securities Industry Exam (SIE) is a prerequisite to the S7.
Education:
Bachelor's/University degree or equivalent experience.
Job Family Group:Private Client Product Services
Job Family:Investment Counselor
Time Type:Full time
Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ('Citi') invite all qualified interested applicants to apply for career opportunities.#J-18808-Ljbffr
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