Investment Counselor

Overview Join to apply for the Investment Counselor / Senior Investment Counselor - Citi Private Bank role at Citi At Citi , we connect millions of people across hundreds of cities and countries every day. We provide a broad range of financial services and products to our clients to help them meet their opportunities and challenges. Citi Private Bank (CPB) is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. We’re currently looking for a high caliber professional to join our team as an Investment Counselor/Senior Investment Counselor, based in Singapore. Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners. 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. In this role, you’re 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 other areas of the bank, including lending, trust and institutional market solutions. Partner with Bankers to prospect for new investment business. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment, and escalating, managing and reporting control issues with transparency. Qualifications and skills At least 6–10+ years of experience. Extensive experience in providing investment advice and solutions. CACS 1 & 2 required. CFA, MBA degree or other advanced degree is a plus. Requires advanced judgment and the ability to conduct in-depth analysis to solve problems and develop new, innovative solutions. Experience of covering Southeast Asian clients. Working at Citi is more than a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career and make an impact. Apply for this role at Citi today. Job Family Group: Private Client Product Services Job Family: Investment Counselor Time Type: Full time Not Applicable: Seniority level Full-time: Employment type Finance and Sales; Banking, Financial Services, and Investment Banking Equal opportunity employer statement and accessibility information are available where noted in Citi’s policies. #J-18808-Ljbffr