Ipb Investment Counselor

1 day ago


Singapore Citi Full time

**Responsibilities**: - Works closely with the field sales managers and support the field sales professionals in a particular geographic area. - Partners with workforce 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 - Role required to provide investment advice and solutions to Chinese speaking clients - Prior experience serving clients in the Greater China Market is strongly preferred - Able to read, write and communicate fluently in Mandarin or Cantonese **Education**: - Bachelor’s/University degree, Master’s degree preferred - **Job Family Group**: Consumer Sales - **Job Family**: Consumer Product Sales - **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



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