Ipb Investment Counselor (north Asia Market)

Workforcity

Not specified
10–15 years of investment advisory experience
Fluency in mandarin and/or cantonese
Strong understanding of financial markets
Citi is seeking an experienced Investment Counselor for its Global Wealth team to support high-net-worth clients in the North Asia market. The role involves delivering tailored investment advice, collaborating with Client Advisors, and enhancing client engagement while ensuring compliance with regulatory requirements

Job Summary

  • The Investment Counselor plays a key role in deepening client engagement and driving investment-led conversations.
  • This role offers the opportunity to work closely with dynamic high-net-worth clients across North Asia.
  • Citi is committed to supporting your growth and development with extensive on-the-job training and learning opportunities.

Matching Summary

Match Score: 85

Citi is seeking an experienced Investment Counselor for its Global Wealth team to support high-net-worth clients in the North Asia market. The role involves delivering tailored investment advice, collaborating with Client Advisors, and enhancing client engagement while ensuring compliance with regulatory requirements.

Skills & Requirements

Must-have

  • 10–15 years of investment advisory experience
  • Fluency in Mandarin and/or Cantonese
  • Strong understanding of financial markets

Nice-to-have

  • Excellent interpersonal and communication skills
  • Client-centric mindset
  • Ability to collaborate effectively

Key Requirements

  • Bachelor's degree required
  • Master's degree or professional certifications advantageous
  • Must meet MAS licensing requirements

Work Rights

Not specified

Tailored Resume

Cover Letter