Director, Investment Counselor Principal

6 days ago

Singapore Citi Full time

**Responsibilities**:

- 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.

**Qualifications**:

- 15+ years of experience
- Extensive experience in providing investment advice and solutions.
- CFA, MBA degree or other advanced degree a plus.
- Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.ated areas.
- US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

**Education**:

- Bachelor's/University degree, Master's degree preferred**Job Family Group**:
Private Client Product Services
- **Job Family**:
Investment Counselor
- **Time Type**:
Full time-
- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._

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