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Join Citi as an Investment Counselor in Singapore and shape wealth strategies for high-net-worth clients.
Leverage your expertise in portfolio construction and client advisory across Citi’s Premier segments.
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
Role Overview
The Investment Counselor (IC) is a investment professional who serves as a trusted advisor to both clients and internal stakeholders. Recognized as a subject-matter authority on investment products and market trends, the IC plays a critical role in translating Citi’s Chief Investment Office (CIO) views into actionable, client-specific solutions.
This role requires strong market insight, client-centric thinking, and the ability to communicate complex investment strategies clearly and credibly. The IC partners closely with Client Advisors and Market Managers to deliver differentiated investment advice to high net worth and ultra-high net worth clients in the Singapore market.
Key Responsibilities
Partner closely with Client Advisors to manage investment relationships and deliver CIO views to wealth clients
Act as a primary investment contact and trusted advisor for clients, including:
- Direct advisory and execution
- Determining product suitability
- Identifying investment opportunities
- Providing portfolio construction and support
Support Client Advisors and Market Managers serving the Citigold and Citi Private Client segment in the Singapore market , enhancing overall advisory effectiveness
Drive share-of-wallet growth by helping deepen existing client relationships and supporting acquisition of new high net worth prospects
Develop and deliver customized investment proposals aligned to individual client objectives and risk profiles
Educate the Client Advisors group on investment products, market trends, and portfolio solutions
Accompany Client Advisors in client meetings to present or co-present investment strategies
Collaborate with internal specialists, wholesalers, and partners to deliver holistic wealth solutions
Represent Citi at client events and investment forums when required
Provide consistently high levels of communication, responsiveness, and service excellence to clients and internal stakeholders
Be accountable for product penetration and revenue goals
Ensure all activities comply with Citi policies, regulatory requirements, and ethical standards, proactively identifying and escalating risks as appropriate
Qualifications
6-8 years of experience in investment product sales, advisory, or closely related roles
Strong, broad-based understanding of:
- Financial markets and asset classes
- Investment products and portfolio construction
- Financial planning principles and strategies
Proven client-centric mindset , with excellent interpersonal, verbal, and written communication skills
Ability to influence, partner, and collaborate effectively across teams and hierarchies
Relevant regulatory licenses as required by local jurisdiction
Education
Bachelor’s degree required
Job Family Group
Consumer Sales
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Job Family
Consumer Product Sales
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Time Type
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Citi is an equal opportunity employer
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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