Senior Investment Counselor, SVP - Citi Private Bank

Citigroup Inc.; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

A leading global financial services firm seeks a Senior Investment Counselor in Singapore to manage and grow investment relationships with ultra-high net worth clients. The role demands extensive investment advising skills, a solid client relationship background, and a minimum of 6 years of experience. This position offers competitive benefits and a chance to impact clients’ financial well-being significantly.

Benefits

Health and wellness programs

Learning and development resources

Generous paid time off

Qualifications

• 6 - 10+ years of experience in investment counseling.
• Experience covering Southeast Asia clients.
• Ability to assess risk and ethical judgment.

Responsibilities

• Act as the primary client contact and investment advisor.
• Introduce new ultra-high net worth clients.
• Provide suitable investment advice and solutions.
• Engage in brokerage activity and execute trades.
• Identify cross-sell opportunities within the bank.

Skills

Investment advice and solutions

Client relationship management

Portfolio advice

Ability to cross-sell

Education

CACS 1 & 2 required

CFA or MBA preferred

Job description

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We 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’s 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 a 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’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 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.

In this role, you’re expected to:

• 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 other 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.

As a successful candidate, you’d ideally have the following skills and exposure:

• At least 6 - 10+ years of experience
• Extensive experience in providing investment advice and solutions.
• CACS 1 & 2 required and mandatory. 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 SEA clients.

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 https://jobs.citi.com/dei

Job Family Group: Private Client Product Services

Job Family: Investment Counselor

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.

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, please contact us for assistance.

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.

View Citi’s EEO Policy Statement and the Know Your Rights poster.