Full-timeFinance & accounting· Posted 2 Oct

IPB Investment Counselor (North Asia market)

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 is a senior investment advisory position within a wealth management business, focused on serving high net worth clients across North Asia markets. You will act as a trusted investment specialist, working alongside Client Advisors and Market Managers to deliver investment solutions and market views. It suits an experienced investment product sales professional who is fluent in Mandarin and/or Cantonese and comfortable advising clients directly.

What you'll do

Partner with Client Advisors to manage investment relationships and communicate the Chief Investment Officer's market views to wealth clients.
Serve as a primary client contact and trusted investment advisor, covering direct selling, suitability assessment, product-specific opportunities, portfolio advice and after-sales execution.

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Support Client Advisors and Market Managers who primarily serve clients in North Asia markets.

Help Client Advisors grow existing client share of wallet and win more high net worth prospects by delivering solutions tailored to 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 present solutions.

Collaborate with colleagues to provide comprehensive advice and wealth solutions.

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

Maintain strong communication and customer service for sales professionals and their clients.

Take accountability for product revenue and penetration goals.

Assess risk in business decisions, ensure compliance with laws, rules, regulations and policy, apply sound ethical judgment, and escalate, manage and report control issues transparently.

Good to know

Full time position based in Singapore.
Fluency in Mandarin and/or Cantonese is essential.
Specific licensing may be required.
Bachelor's or university degree required; Master's degree preferred.

Requirements

10-15 years of experience in investment product sales
Broad understanding of financial services, product solutions and financial planning strategies
Client-centric with excellent interpersonal, verbal and written communication skills
Fluency in Mandarin and/or Cantonese
Specific licensing may be required
Bachelor's or university degree; Master's degree preferred

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IPB Investment Counselor (North Asia market)

About the role

What you'll do

Good to know

Requirements

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