The Investment Counselor (IC) is a strategic professional who stays abreast of developments within their own field and the business. They recognized as the authority for investment products and market trends within the business. To be effective in this role, the IC is required to communicate and disseminate market views both internally and to external clients. The IC is also expected to formulate investment proposals which best suit client needs.
Responsibilities
- Working closely with Client Advisors, the Investment Counselor (IC) manages investment relationships and delivers our Chief Investment Officer (CIO)’s views to our wealth clients.
- IC is expected to function as one of the primary client contacts, and trusted investment advisor for clients, including direct sales advisory, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution
- Works closely with the Market Managers and support the Relationship Managers professionals primarily serving clients in Onshore Singapore.
- Partners with Client Advisors to grow their existing clients’ share of wallet and win a greater percentage of their high net worth prospects by focusing on delivering quality solutions that meet individual client’s needs.
- Lead and share investment opportunities with Client Advisors, create customized proposals for high net worth clients and be available to accompany Client Advisors to deliver investment solutions in client meetings.
- Combine in depth knowledge of traditional and alternative investments with wealth solutions and banking services to optimize client service and cross-marketing opportunities.
- Leverages specialists and wholesalers to provide subject matter expertise where appropriate and present or co-present at client events.
- Provides a high level of communication and customer service to sales professionals and their clients.
- Accountable for product revenue goals and penetration goals.
- Other duties as assigned.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for 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.
Qualifications
- 10-15 years of experience in investment product sales required.
- Broad understanding of financial services, product solutions and all aspects of financial planning strategies and concepts
- Client-centric skills including excellent interpersonal, verbal and written communication skills
- Specific licensing may be required
Education
- Bachelor’s/University degree, Master’s degree preferred
Job Family Group
Consumer Sales
Job Family
Consumer Product Sales
Time Type
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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