Senior Investment Advisor – Wealth Management

Citi; New York (NY); Hybrid; USD 197,000 - 395,000; Full time

Job summary

Citi in Singapore is seeking an Investment Counselor (Vice President) to join Citi Wealth and serve high-net-worth clients. You’ll work with Client Advisors to deliver tailored portfolio guidance, translate CIO market views into actionable investment advice, and lead advisory conversations across asset classes.

With 10–15 years of experience in investment advisory, you’ll demonstrate fluent Mandarin and/or Cantonese, superb communication, and a client-centric approach while ensuring MAS

Qualifications

• 10–15 years of experience in investment advisory or related role.
• Broad understanding of financial markets and investment solutions.
• Ability to explain complex concepts clearly to sophisticated clients.
• Fluency in Mandarin and/or Cantonese is essential.
• Must meet MAS licensing requirements for providing investment advice.

Responsibilities

• Serve as a trusted investment advisor to high-net-worth clients in partnership with Client Advisors, providing tailored investment advice aligned to client objectives and risk profiles.
• Deliver Citi CIO market views and investment strategies through direct client engagement, portfolio reviews, and customized proposals.
• Support investment execution, suitability assessments, portfolio construction, and post-sales follow-up for clients.
• Identify product-specific and thematic investment opportunities across asset classes and market cycles.
• Collaborate with Client Advisors and Market Managers to enhance advisory effectiveness and client outcomes.
• Grow existing client relationships, increase share of wallet, and support acquisition of new high-net-worth prospects.

Skills

10–15 years of experience

Financial markets knowledge

Communication skills

Cross-functional collaboration

Education

Bachelor’s degree

Master’s degree or CFA/CAIA advantageous

Job description

Citi in Singapore is seeking an Investment Counselor (Vice President) to join Citi Wealth and serve high-net-worth clients. You’ll work with Client Advisors to deliver tailored portfolio guidance, translate CIO market views into actionable investment advice, and lead advisory conversations across asset classes.

With 10–15 years of experience in investment advisory, you’ll demonstrate fluent Mandarin and/or Cantonese, superb communication, and a client-centric approach while ensuring MAS