Ipb Investment Counselor

1 week ago

Singapore Citi Full time

**Responsibilities**:

- Working closely with Relationship Managers, the Investment Counselor (IC) manages Investment Relationships and delivers our Chief Investment Officer (CIO) ‘s views to our wealth clients
- IC is expected to function as one of the primary client contacts, and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution
- Works closely with the Market Managers and support the Relationship Managers professionals in a particular geographic area.
- Partners with Relationship Managers in area to grow their existing clients’ share of wallet and win a greater percentage of their high net worth prospects by focusing on delivering quality solutions that meet individual client’s needs.
- Educates sales force on product solutions, create customized proposals for high net worth clients and be available to accompany sales professionals to deliver solutions in client meetings.
- Collaborates with colleagues to offer complete advice and wealth solutions to clients.
- Provides a high level of communication and customer service to sales professionals and their clients.
- Accountable for product revenue goals and penetration goals.
- Other duties as assigned.

**Qualifications**:

- 6-10 years of experience in product sales required
- Broad understanding of financial services, product solutions and all aspects of planning strategies and concepts
- Client-centric skills including excellent interpersonal, verbal and written communication skills
- Based on product type, specific licensing may be required

**Education**:

- Bachelor’s/University degree, Master’s degree preferred
- **Job Family Group**:
Consumer Sales
- **Job Family**:
Consumer Product Sales
- **Time Type**:

- 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

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