Senior Investment Counselor & Wealth Solutions Lead

Citi; Singapore; Sur place; SGD 180 000 - 260 000; Plein temps

Résumé du poste

The Investment Counselor (IC) at Citi in Singapore is a strategic professional who stays up-to-date with market developments and acts as the authority for investment products and trends within the business. The IC communicates market views internally and to external clients and formulates investment proposals that best fit client needs.

Responsibilities include working with Client Advisors to manage investment relationships, serving as a trusted advisor for sales, determining suitability,

Qualifications

• 10-15 years of experience in investment product sales.
• Broad understanding of financial services and financial planning concepts.
• Licensing may be required.

Responsabilités

• Work closely with Client Advisors and deliver CIO views to wealth clients.
• Function as a primary contact and trusted investment advisor including advisory and after-sales execution.
• Collaborate with Market Managers and Relationship Managers serving clients in Onshore Singapore.
• Grow clients’ share of wallet and present customised investment proposals.
• Lead investment opportunities and co-present at client meetings.
• Combine knowledge of traditional and alternative investments to optimise client service.
• Leverage specialists and wholesalers for expertise and support client events.
• Maintain high levels of communication and customer service to sales professionals and clients.
• Accountable for product revenue and penetration goals, with risk compliance in decision making.

Connaissances

Client relationships

Investment products

Verbal communication

Written communication

Formation

Bachelor's degree

Master's degree preferred

Description du poste

The Investment Counselor (IC) at Citi in Singapore is a strategic professional who stays up-to-date with market developments and acts as the authority for investment products and trends within the business. The IC communicates market views internally and to external clients and formulates investment proposals that best fit client needs.

Responsibilities include working with Client Advisors to manage investment relationships, serving as a trusted advisor for sales, determining suitability,