SVP Investment Counsel Team Lead – Wealth Advisory

CITIBANK SINGAPORE LIMITED; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A global financial institution in Singapore is seeking an experienced Investment Counselor Team Lead. This role focuses on leading a talented team while advising high-net-worth clients on investment strategies and portfolio management. The ideal candidate should have over 15 years of investment advisory experience along with a relevant educational background such as a bachelor's degree or an MBA. This is an excellent opportunity to make a significant impact in the wealth management sector.

Qualifications

• Over 15 years of investment advisory experience required.
• Strong educational background in finance or related fields.
• Ability to manage client relationships effectively.

Responsibilities

• Lead a team of investment counselors.
• Manage and grow a sophisticated client portfolio.
• Ensure compliance with financial regulations.

Skills

Investment advisory

Client relationship management

Team leadership

Education

Bachelor's degree or MBA

Job description

A global financial institution is seeking an Investment Counselor Team Lead in Singapore. This role blends team leadership and client advisory for high-net-worth clients, focusing on driving investment strategies and growth. You will lead a talented team, manage a sophisticated client portfolio, and ensure compliance with regulations. The ideal candidate has over 15 years of investment advisory experience and a strong educational background such as a bachelor's degree or an MBA. This position offers an opportunity to make a significant impact in wealth management.