Investment Counselor – South East Asia
Role Overview
The Investment Counselor (IC) is a senior 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 across South East Asia.
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 South East Asia markets, 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
- 10–15 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
- Fluency in another South East Asian language is desired to be able to provide professional advice to non-English speaking clients based in the region
- Relevant regulatory licenses as required by local jurisdiction
Education
- Bachelor’s degree required
- Master’s degree preferred
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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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