IPB Investment Counselor
5 days ago
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. Responsibilities: Working closely with Client Advisors, 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 Client Advisors professionals primarily serving clients in North Asia markets. Partners with Client Advisors 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. Leverages specialists and wholesalers to provide subject matter expertise where appropriate and present or co-present at client events. 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. Appropriately assess risk when business decisions are made, demonstrating particular 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 judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 10-15 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 Fluency in Mandarin and/or Cantonese is essential for the role Specific licensing may be required Education: Bachelor’s/University degree, Master’s degree preferred Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr
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IPB Investment Counselor
5 days ago
Singapur, Singapore Citi Full timeIPB Investment Counselor (North Asia market) Join to apply for the IPB Investment Counselor (North Asia market) role at Citi . 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....
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Investment Counselor
5 days ago
Singapur, Singapore Citi Full timeOverview 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)...
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Investment Counselor
5 days ago
Singapur, Singapore AMBITION GROUP SINGAPORE PTE. LTD. Full timeOur client, a well-regarded Asian Private Bank is looking for an experienced Investment Counselor to join their team. Key Responsibilities: - Establish and maintain long-term relationships with high-net-worth (HNW) clients, ensuring personalized service. Provide customized financial planning advice based on client needs, including investment and tax...
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Investment Counselor
5 days ago
Singapur, Singapore Ambition Singapore Full timeOur client, a well-regarded Asian Private Bank is looking for an experienced Investment Counselor to join their team. Key Responsibilities: - Establish and maintain long-term relationships with high-net-worth (HNW) clients, ensuring personalized service. Provide customized financial planning advice based on client needs, including investment and tax...
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Singapur, Singapore Citi Full timeInvestment Counselor Team Lead – Senior Vice President Join Citi’s Wealth Team as a Senior Vice President (SVP) in Singapore, leading a high‑performing Investment Counselor team while personally advising a portfolio of sophisticated high‑net‑worth clients. This role blends strategic leadership with active client advisory, driving investment...
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Singapur, Singapore Keppel (Fund Management & Investment) Full timeJoin to apply for the Associate, Investment role at Keppel (Fund Management & Investment) Join to apply for the Associate, Investment role at Keppel (Fund Management & Investment) Source and analyse investment opportunities Structuring and executing the acquisition of assets in Asia Pacific Conduct financial modelling to assess / support acquisition...
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Singapur, Singapore Citi Full timeWhether 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...
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Singapur, Singapore JPMorganChase Full timeTreasury & Chief Investment Office - Vice President Get AI-powered advice on this job and more exclusive features. Job DescriptionStep into a pivotal role as a Vice President in the Treasury & Chief Investment Office (TCIO), where you will be at the forefront of managing the firm's liquidity and financial risks. This is your chance to join a dynamic team,...
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Singapur, Singapore Citi Full timeOverview At Citi, we connect millions of people across cities and countries. We provide a broad range of financial services and products to consumers, corporations, governments or institutions to help them meet opportunities and face the world's toughest challenges. Shape your Career with Citi Citi Private Bank (CPB) is dedicated to serving the world’s...
