Senior Investment Counselor – Private Banking UHNW

CITICORP INVESTMENT BANK (SINGAPORE) LIMITED; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

A leading financial institution in Singapore is looking for a Senior Investment Counselor to establish and manage investment relationships with ultra-high net worth clients. The ideal candidate will have over 8 years of experience in investment advisory and a thorough understanding of market solutions. This role offers comprehensive resources to enhance career development and ensure client satisfaction.

Benefits

Telehealth options

Health advocates

Learning and development resources

Generous paid time off packages

Qualifications

• 8-10+ years of experience in investment counseling and client relationships.
• Extensive experience in providing investment advice and solutions.
• Advanced judgment required with in-depth analytical skills.

Responsibilities

• Function as primary client contact and trusted investment advisor.
• Leverage relationships to introduce new ultra-high net worth clients.
• Build and manage a successful investment practice.

Skills

Investment advisory experience

Client relationship management

Analytical skills

CACS 1 & 2 certification

Knowledge of South East Asian markets

Education

CFA or MBA

Advanced degree

Job description

A leading financial institution in Singapore is looking for a Senior Investment Counselor to establish and manage investment relationships with ultra-high net worth clients. The ideal candidate will have over 8 years of experience in investment advisory and a thorough understanding of market solutions. This role offers comprehensive resources to enhance career development and ensure client satisfaction.