Investment Counselor (IC) - Assistant Vice President (AVP)

PowerToFly; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading global bank in Singapore is seeking an experienced Investment Counselor to manage investment relationships and serve as a trusted advisor for wealth clients. The candidate should have 6-10 years of experience in investment product sales, exceptional interpersonal and communication skills, and a strong understanding of financial planning strategies. This role provides an opportunity to leverage your expertise while working closely with Relationship Managers to deliver customized investment solutions and support high net worth clients.

Qualifications

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

Responsibilities

• Manage investment relationships with clients.
• Function as a primary client contact and trusted investment advisor.
• Grow clients’ share of wallet and win high net worth prospects.
• Educate the sales force on product solutions.
• Collaborate to offer complete wealth solutions.

Skills

Client-centric skills

Interpersonal communication

Verbal communication

Written communication

Education

Bachelor’s degree

Master’s degree

Job description

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.

Responsibilities

• Working closely with Relationship Managers, 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 Relationship Managers professionals primarily serving clients in Onshore Singapore.
• Partners with Relationship Managers 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

• 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.
• 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.

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