IPB Investment Counselor (North Asia market)

PowerToFly; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A leading financial services company seeks an Investment Counselor in Singapore to manage investment relationships and provide high-quality client advisory. The ideal candidate will have 10-15 years of experience in investment product sales, a strong understanding of financial services, and excellent communication skills. Fluency in Mandarin and/or Cantonese is essential. This role offers opportunities to educate sales force and grow client investments while ensuring compliance with regulations.

Qualifications

• 10‑15 years of experience in investment product sales.
• Broad understanding of financial services and financial planning strategies.
• Excellent interpersonal, verbal and written communication skills.

Responsibilities

• Work closely with Client Advisors to manage investment relationships.
• Serve as a primary client contact and trusted investment advisor.
• Educate sales force on product solutions.

Skills

Investment product sales

Client-centric skills

Interpersonal communication

Fluency in Mandarin

Fluency in Cantonese

Education

Bachelor’s degree

Master’s degree preferred

Job description

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 organization. The IC communicates and disseminates market views internally and to external clients, and formulates investment proposals that best suit client needs.

Responsibilities

• Work closely with Client Advisors to manage investment relationships and deliver the Chief Investment Officer (CIO)’s views to wealth clients.
• Serve as a primary client contact and trusted investment advisor, including direct selling, determining suitability, identifying product opportunities, providing portfolio advice, and executing after‑sales.
• Collaborate with Market Managers and support Client Advisors serving North Asia markets.
• Grow existing clients’ share of wallet and win a greater percentage of high net worth prospects by delivering quality solutions.
• Educate sales force on product solutions, create customized proposals for high net worth clients, and accompany sales professionals during client meetings.
• Collaborate with colleagues to offer complete advice and wealth solutions.
• Leverage specialists and wholesalers to provide subject matter expertise, presenting or co‑presenting at client events.
• Provide a high level of communication and customer service to sales professionals and their clients.
• Accountable for product revenue goals and penetration goals.
• Perform other duties as assigned.
• Assess risk when making business decisions, demonstrating particular consideration for the firm’s reputation and safeguarding the organization, clients and assets by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment, and escalating, managing and reporting control issues with transparency.

Qualifications

• 10‑15 years of experience in investment product sales.
• 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.

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