UHNW Investment Counselor - Private Banking Leader

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

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.