Full-timeFinance & accounting· Posted 13 Aug

IPB Investment Counselor - Vice President (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 is a senior investment advisory role within Citi Global Wealth, working with Client Advisors and Market Managers to serve wealth clients in Onshore Singapore. It suits an experienced investment product sales professional who can act as a trusted advisor and authority on markets and products.

What you'll do

Manage investment relationships and communicate the Chief Investment Officer's market views to wealth clients
Act as a primary client contact and trusted investment advisor, covering direct sales advisory, suitability checks, product opportunities, portfolio advice and after-sales execution
Work closely with Market Managers and support Relationship Managers serving Onshore Singapore clients
Partner with Client Advisors to grow existing clients' share of wallet and win more high net worth prospects

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Lead and share investment opportunities with Client Advisors, create customized proposals and join client meetings to deliver solutions

Combine knowledge of traditional and alternative investments with wealth and banking solutions to support cross-marketing

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

Provide strong communication and customer service to sales professionals and their clients

Own product revenue and penetration goals

Assess risk in business decisions, drive compliance with laws, rules and regulations, and escalate control issues with transparency

Good to know

Full-time position based in Singapore
Extensive on-the-job training and exposure to senior leaders, plus more traditional learning
Volunteerism opportunities

Requirements

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

Benefits

Extensive on-the-job training
Exposure to senior leaders
Traditional learning opportunities
Volunteerism opportunities

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IPB Investment Counselor - Vice President (VP)

About the role

What you'll do

Good to know

Requirements

Benefits

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