GCG - Portfolio Counselor

Citibank NA
Singapore, Singapore
Aug 11, 2017
Aug 16, 2017
Industry Sector
Finance - General
Employment Type
Full Time
  • Primary Location: Singapore,Singapore,Singapore
  • Education: Bachelor's Degree
  • Job Function: Investment Management
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 17034530


Job Purpose:
Provide total wealth management solutions and investment advisory services to HNWI from Citigold Private Client segment.

Key Responsibilities:
  • Construct, manage and monitor client investment portfolios through in-depth quality advisory across multi-asset classes (managed investments and capital market products) to achieve enhanced performance
  • Proactively perform regular total wealth and investment portfolio review and re-balancing to provide meaningful portfolio updates and investment recommendations within a portfolio context to achieve clients' pre-established wealth goal
  • Develop total wealth plan for clients according to their financial objectives, needs, time horizon and risk-reward profile and offer relevant financial advisory (investment, insurance, trust/estate) to help clients establish their plan
  • Work with treasury, insurance and trust specialists to provide tactical investment solution and comprehensive life contingency and wealth transfer/structure planning to clients as part of their overall wealth plan
  • Perform daily markets, portfolio and products updates to Relationship Managers to ensure they are equipped with the latest information and tools and share best advisory practices to breed success



Technical Skills:

  • Tertiary degree, preferably in Finance/Banking/Business Administration
  • Minimum of 6 years relevant working experience, in a financial institution with relevant experiences in various specialization of wealth advisory
Professional qualifications in any of the following:
  • Chartered Financial Analyst
  • Certified Financial Planner
  • Chartered Financial Consultant
  • Master of Science in Wealth Management
  • Chartered Alternative Investment Analyst
  • Skills and knowledge in the areas of Financial Planning and Portfolio Management
  • Bloomberg/Reuters knowledge and skill is an added advantage
  • Knowledgeable with Excel
Personal Skills:
  • Ability to work under pressure and well organized
  • Strong interpersonal, communication and presentation skills
  • Systematic and thorough in process and follow-ups
  • Ability to perform as team contributor, to work collectively and independently
  • Innovative, resourceful and a keen eye for details

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