Responsibilities
- Working closely with Relationship Managers, 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 selling, 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 North Asia Markets.
- Partners with Relationship Managers 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.
- Educates sales force on product solutions, create customized proposals for high net worth clients and be available to apany sales professionals to deliver solutions in client meetings.
- Collaborates with colleagues to offerplete advice and wealth solutions to clients.
- Leverages specialists and wholesalers to provide subject matter expertise where appropriate and present or co-present at client events.
- Provides a high level ofmunication 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 drivingpliance 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 :
6-10 years of experience in investment product sales required.Broad understanding of financial services, product solutions and all aspects of financial planning strategies and conceptsClient-centric skills including excellent interpersonal, verbal and writtenmunication skillsAble to converse in business-level Mandarin and / or Cantonese to serve clients within North Asia marketSpecific licensing may be requiredExpect up to 50% travel.Education :
Bachelor's / University degree, Master's degree preferredJob Family Group : Consumer Sales
Job Family :
Consumer Product Sales
Time Type : Full time
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.
If you are a person with a disability and need a reasonable amodation to use our search tools and / or apply for a career opportunity review Accessibility at Citi .
View Citi's EEO Policy Statement and the Know Your Rights poster.
Job ID 25834877