Not specified (assumed to be fully remote as indicated by "work from home with cici").
10-15 years investment advisory experience
Fluency in mandarin or cantonese
Mas licensing for investment advice
Citi is seeking an experienced Investment Counselor to join their Wealth team, focusing on high-net-worth clients in the North Asia market. The role involves delivering tailored investment advice, enhancing client relationships, and driving business growth through collaboration with Client Advisors
Job Summary
The role serves as a trusted investment advisor to high-net-worth clients, partnering with Client Advisors to deliver tailored portfolio guidance.
Candidates must translate Citi's Chief Investment Office views into actionable strategies while driving revenue growth and Net New Investment Assets.
The position requires full adherence to KYC/AML regulations and ethical judgment to safeguard the firm's reputation and client assets.
Matching Summary
Match Score: 85
Citi is seeking an experienced Investment Counselor to join their Wealth team, focusing on high-net-worth clients in the North Asia market. The role involves delivering tailored investment advice, enhancing client relationships, and driving business growth through collaboration with Client Advisors.