Investment Counselor (North Asia Markets) - Assistant Vice President (AVP)

PowerToFly; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A leading global financial institution is seeking an experienced AVP, Investment Counselor to manage investment relationships in Singapore. In this role, you will communicate market views and collaborate closely with Relationship Managers to provide tailored investment advice to high net worth clients. Essential qualifications include 6-10 years in investment product sales and fluency in Mandarin or Cantonese. The position requires strong interpersonal skills and a broad understanding of financial planning strategies, with opportunities for travel.

Benefits

Access to learning resources

Health and wellness support

Qualifications

• 6-10 years of experience in investment product sales required.
• Broad understanding of financial services and planning strategies.
• Client-centric skills including excellent verbal and written communication.

Responsibilities

• Manage investment relationships and communicate market views.
• Function as primary contact for clients and trusted investment advisor.
• Collaborate with Relationship Managers to deliver customized proposals.

Skills

Investment product sales

Client-centric communication

Business-level Mandarin

Interpersonal skills

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 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 decision and manage your financial well-being to help plan for your future. For instance:

• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

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 North Asia Markets.
• 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.
• 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.

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.

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