Senior Investment Counselor — Wealth Advisory

Citigroup; Singapore; Vor Ort; SGD 180.000 - 280.000; Vollzeit

Zusammenfassung

Citi Wealth invites an experienced Investment Counselor to join our North Asia team. You will deliver tailored investment advice to high-net-worth clients, translate CIO market views into actionable guidance, and collaborate with Client Advisors to grow assets and revenues.

In this senior role, you will drive investment-led conversations, ensure adherence to regulatory standards, and contribute to client events and forums across the region.

Qualifikationen

• 10–15 years of experience in investment advisory, investment product sales, or closely related
• Broad understanding of financial markets and investment solutions
• Ability to explain complex concepts clearly to sophisticated clients
• Strong client-centric interpersonal and written communication skills

Aufgaben

• Serve as a trusted investment advisor to high-net-worth clients in partnership with Client Advisors, providing tailored investment advice aligned to objectives and risk profiles
• Deliver CIO market views and investment strategies through client engagement, portfolio reviews, and proposals
• Support investment execution, suitability assessments, portfolio construction, and post-sales follow-up
• Identify product-specific and thematic investment opportunities across asset classes and market cycles
• Collaborate with Client Advisors and Market Managers to grow advisory effectiveness and client outcomes
• Participate in client meetings, investment forums, and events as required
• Be accountable for investment penetration, revenue contribution, and share of wallet growth

Kenntnisse

Investment advisory

Portfolio construction

Financial markets knowledge

Client communication

Jobbeschreibung

Citi Wealth invites an experienced Investment Counselor to join our North Asia team. You will deliver tailored investment advice to high-net-worth clients, translate CIO market views into actionable guidance, and collaborate with Client Advisors to grow assets and revenues.

In this senior role, you will drive investment-led conversations, ensure adherence to regulatory standards, and contribute to client events and forums across the region.