23684928 Financial and Investment Adviser

4 days ago

Singapore CITICORP INVESTMENT BANK (SINGAPORE) LIMITED Full time

**Responsibilities**:

- Actively identify prospects and establish contact with them/convert prospects into clients.
- Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
- Anticipate events in a client’s life and business which have significant financial implications.
- Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
- Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
- Effectively manage client expectations regarding what can and cannot be executed on their behalf.
- Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
- Uncover needs that are not articulated or clearly expressed by the client.
- Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
- Help clients achieve broad financial/investment goals related to the creation and management of wealth.
- Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
- Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
- Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
- Establish a referral network and gain introductions to potential clients which generate new sales.
- Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.
- Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
- Demonstrate strong commitment to team success and place team goals above personal achievement.
- Encourage team members to work together to deepen client relationships and exceed sales goals.
- Align complementary experiences and skill sets of team members to maximize client effectiveness.
- Build and maintain relationships with Business Partners, Colleagues and Staff.
- Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues.
- Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate.
- Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
- Ensure strong controls and effective operational and administrative services.
- Set an example of behaviour to all staff.
- Partner with colleagues across the Citi network to leverage capabilities and share expertise.
- Ensure clients are presented with seamless execution of internal processes and Citigroup services.
- Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
- Understand and communicate the risk involved with various investment strategies.
- Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity.
- Persevere in delivering what is promised, even when obstacles arise.
- Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.
- Understand the broad array of products and services under the Citi umbrella.
- Develop expertise to identify business opportunities and address the unique needs of specific client segments.
- Keep abreast of financial industry developments and current global market conditions.
- Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism.
- Seek continuous improvement, learn from mistakes and adapt behaviour, based on feedback from clients and colleagues

**Qualifications**:

- 6-10 years of experience
- Proven experience in Private Banking having covered the Greater China UHNW market or with potential network / Extensive experience in working with client teams and transactions / Demonstrated track record in relationship selling
- CACS Papers 1&2

**Education**:

- Bachelor's/University degree, Master's degree preferred

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