Investment Counselor / Senior Investment Counselor - Citi Private Bank

Citigroup Inc.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading global financial services company is seeking an Investment Counselor/Senior Investment Counselor in Singapore. The role involves advising ultra-high net worth clients on investments, managing relationships, and providing tailored investment solutions. Candidates should have significant experience in investment counseling, ideally with a focus on South East Asian markets. Join the firm to grow your career and make a substantial impact within the financial industry.

Benefits

Telehealth options

Health advocates

Confidential counseling

Paid time off packages

Learning and development resources

Qualifications

• 6-10+ years of experience in investment counseling.
• Extensive knowledge of investment solutions.
• Experience covering South East Asian clients.

Responsibilities

• Serve as the primary investment advisor for ultra-high net worth clients.
• Build relationships and deepen existing client connections.
• Leverage market knowledge for client investment strategies.

Skills

Investment advice

Relationship management

Portfolio management

Risk assessment

Education

CFA

MBA or other advanced degree

Job description

Overview

At Citi, we get to connect millions of people across hundreds of cities and countries every day. We do this through our unparalleled global network and provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world\'s toughest challenges.

Shape your Career with Citi

Citi Private Bank (CPB) is dedicated to serving the world\u2019s 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. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth.

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\u2019ll 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 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.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

Responsibilities

• 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 others areas of the bank, in particular lending, trust and institutional markets solutions, etc.
• Partner with Bankers to prospect for new investment business
• Appropriately assess risk when business decisions are made, demonstrating particular 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 regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 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 a plus.
• Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas.
• Experience of covering South East Asian clients

Working at Citi

Working at Citi is far more than just 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, give back to your community and make a real impact. Take the next step in your career, apply for this role at Citi today.

Time Type: Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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 Availability on Citi\u2019s Accessibility at Citi. View Citi\u2019s EEO Policy Statement and the Know Your Rights poster.