Citi Private Bank

1 week ago

Singapore Citi Full time

**Responsibilities**:

- An individual in this role will be expected to:

- 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 others areas of the bank, in particular lending, trust and institutional markets solutions, etc.
- Partner with Bankers to prospect for new investment business

**Qualifications**:

- 6-10 years of experience
- Robust experience in providing investment advice and solutions.
- CFA
- Requires good analytical skills in order to filter, prioritize and validate potentially complex material from multiple sources. Exercises wide degree of latitude and discretion.
- US Only: S7, S66 (or 63), 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
- 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.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting

  • Citi Private Bank

    3 days ago

    Singapore Citi Full time

    **You're the brains behind our work.** You're ready to bring your knowledge from the classroom to the boardroom, and Citi wants to help you get there. Whether its honing your skills or building your network, we know that success cant come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team; and...

  • Citi Private Bank

    18 hours ago

    Singapore Citi Full time

    **Responsibilities**: The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver...

  • Citi Private Bank, Private Banker

    6 days ago

    Singapore Citi Full time

    At **Citi**, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help...

  • Citi Private Bank, Private Banker

    2 weeks ago

    Singapore Citi Full time

    **Job Description**: At **Citi**, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or...

  • Citi Private Bank

    7 days ago

    Singapore Citi Full time

    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 with extensive on-the-job training...

  • Citi Private Bank

    4 days ago

    Singapore Citi Full time

    The Investment Associate 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...

  • Private Bank, Private Banker

    1 week ago

    Singapore Citi Full time

    Citi Private Bank, Private Banker - Singapore Team - UHNW Segment At Citi , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be...

  • Private Bank, Private Banker

    1 week ago

    Singapore Citi Full time

    Citi Private Bank, Private Banker - Singapore Team - UHNW SegmentAt Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be...

  • Private Bank, Private Banker

    1 hour ago

    Singapore Citi Full time

    Citi Private Bank, Private Banker - Singapore Team - UHNW SegmentAt Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be...

  • Vp, Hnw Acquisition

    18 hours ago

    Singapore Citi Full time

    **Job Purpose**: Wealth Management in Banking is critical for Citi’s growth in Asia. This role will hold the sales volumes goals, responsible for client engagement activities and experience, and cross business collaboration & sales strategy for Citi Private Bank High Net Worth Team. The person will collaborate with product owners & marketing teams in Citi...