Investment Counselor: AVP Path in Wealth Management

Citigroup Inc.; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

A global financial institution is seeking an experienced Investment Counselor to manage investment relationships and serve clients in Singapore. The ideal candidate will have 6-10 years of experience in investment product sales, client-centric skills, and a broad understanding of financial planning strategies. This role involves delivering market insights and collaborating with relationship managers to ensure clients receive tailored investment solutions.

Qualifications

• 6-10 years of experience in investment product sales required.
• Broad understanding of financial services and planning strategies.
• Specific licensing may be required.

Responsibilities

• Manage investment relationships and deliver market views.
• Function as a trusted investment advisor for clients.
• Educate sales force on product solutions.
• Accountable for product revenue goals.

Skills

Client-centric skills

Interpersonal skills

Verbal communication skills

Written communication skills

Education

Bachelor’s degree

Master's degree

Job description

A global financial institution is seeking an experienced Investment Counselor to manage investment relationships and serve clients in Singapore. The ideal candidate will have 6-10 years of experience in investment product sales, client-centric skills, and a broad understanding of financial planning strategies. This role involves delivering market insights and collaborating with relationship managers to ensure clients receive tailored investment solutions.