Full-timeFinance & accounting· Posted 13 Aug

Investment Counselor (North Asia Markets) - Assistant VP

CitiFrom company site

Salary

Not stated by the company

When

Full-time hours

Where

Singapore

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Start: Not stated
Work mode: On-site
Experience: Experienced

About the role

This role sits within Citi Global Wealth and focuses on serving wealth clients across North Asia markets. You will act as a trusted investment advisor, working alongside Relationship Managers to deliver the firm's Chief Investment Officer views and tailored investment solutions. It suits an experienced investment product sales professional who is comfortable communicating market views to clients and internal partners.

What you'll do

Partner with Relationship Managers to manage investment relationships and deliver CIO views to wealth clients.
Serve as a primary client contact and trusted investment advisor, including direct selling, suitability assessment, identifying product-specific opportunities, portfolio advice and after-sales execution.

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Work closely with Market Managers and support Relationship Managers serving North Asia clients.

Help Relationship Managers grow existing client share of wallet and win more high net worth prospects by delivering solutions that meet individual needs.

Educate the sales force on product solutions, create customized proposals for high net worth clients, and join sales professionals in client meetings to deliver solutions.

Collaborate with colleagues to provide complete advice and wealth solutions.

Leverage specialists and wholesalers for subject matter expertise and present or co-present at client events.

Provide a high level of communication and customer service to sales professionals and their clients.

Be accountable for product revenue goals and penetration goals.

Perform other duties as assigned.

Assess risk when making business decisions, considering the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Good to know

Extensive on-the-job training and exposure to senior leaders are provided.
Access to learning and development resources is available.
Programs and services for physical and mental well-being are offered, including telehealth options, health advocates and confidential counseling; coverage varies by country.
Volunteerism opportunities are available.
Up to 50% travel is expected.

Requirements

6-10 years of experience in investment product sales
Broad understanding of financial services, product solutions and financial planning strategies and concepts
Client-centric skills including excellent interpersonal, verbal and written communication skills
Able to converse in business-level Mandarin and/or Cantonese to serve clients within North Asia market
Specific licensing may be required
Expect up to 50% travel

Benefits

Extensive on-the-job training and exposure to senior leaders
Access to learning and development resources
Programs and services for physical and mental well-being including telehealth options, health advocates and confidential counseling (coverage varies by country)
Volunteerism opportunities

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Investment Counselor (North Asia Markets) - Assistant VP

About the role

What you'll do

Good to know

Requirements

Benefits

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