Investment Counselor

Overview

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 and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.

Shape your Career with Citi

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

The Investment Counselor (IC) is a strategic professional who stays abreast of developments within their own field and the business. They are recognized as the authority for investment products and market trends within the business. To be effective in this role, the IC is required to communicate and disseminate market views both internally and to external clients. The IC is also expected to formulate investment proposals which best suit client needs.

We’re currently looking for a high-caliber professional to join our team as AVP, Investment Counselor (North Asia) , based in Singapore. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decisions and manage your financial well-being to help plan for your future.

• Working closely with Relationship Managers, the Investment Counselor (IC) manages investment relationships and delivers the Chief Investment Officer’s (CIO) views to wealth clients.
• The 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 to support Relationship Managers serving clients in North Asia Markets.
• Partners with Relationship Managers to grow existing clients’ share of wallet and win a greater percentage of high net worth prospects by delivering quality solutions that meet individual client needs.
• Educates sales force on product solutions, creates customized proposals for high net worth clients and accompanies sales professionals to deliver solutions in client meetings.
• Collaborates with colleagues to offer complete advice and wealth solutions to clients.
• Leverages specialists and wholesalers to provide subject matter expertise and presents or co-presents at client events.
• Provides a high level of communication and customer service to sales professionals and their clients.
• Accounts for product revenue goals and penetration goals.
• Other duties as assigned.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgement, and escalating, managing and reporting control issues with transparency.

• 6-10 years of experience in investment product sales required.
• Broad understanding of financial services, product solutions and all aspects of financial planning strategies and concepts.
• Client-centric skills including excellent interpersonal, verbal and written communication skills.
• Able to converse in business-level Mandarin and/or Cantonese to serve clients within North Asia market.
• Specific licensing may be required.
• Expect up to 50% travel.

• Bachelor’s/University degree; Master’s degree preferred.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.