About the role
Citi Global Wealth is seeking an experienced Investment Counselor for North Asia markets. This role partners with Client Advisors to deliver investment advice and solutions to high-net-worth clients, driving revenue and growing assets. Requires market expertise, client engagement, and collaboration.
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Key Responsibilities
- Serve as a trusted investment advisor to high-net-worth clients.
- Deliver Citi CIO market views and investment strategies.
- Support investment execution, suitability, and portfolio construction.
- Identify product-specific and thematic investment opportunities.
- Collaborate with Client Advisors to grow relationships and acquire new clients.
- Educate Client Advisors on investment products and strategies.
Requirements
- 10-15 years of experience in investment advisory or product sales.
- Broad understanding of financial markets and investment solutions.
- Ability to explain complex investment concepts clearly.
- Excellent interpersonal, verbal, and written communication skills.
- Proven ability to collaborate effectively with partners.
- Fluency in Mandarin and/or Cantonese is desired.