Investment Counselor - Assistant Vice President (North Asia)

About the role

Citi Wealth's North Asia team is seeking an experienced Investment Counselor (Assistant Vice President) to join its Citi Wealth team. The role sits at the centre of the investment advisory model, partnering closely with Client Advisors to deliver differentiated portfolio guidance to high-net-worth clients, including entrepreneurs, business owners and professionals. It is a client-facing, collaborative role focused on investment-led conversations, growing share of wallet and winning new client relationships.

Key responsibilities

• Serve as a trusted investment advisor to high-net-worth clients alongside Client Advisors, giving tailored advice aligned to client objectives and risk profiles.
• Deliver Citi CIO market views and investment strategies through direct client engagement, portfolio reviews and customised proposals.
• Support investment execution, suitability assessments, portfolio construction and post-sales follow-up.
• Identify product-specific and thematic investment opportunities across asset classes and market cycles.
• Work with Client Advisors and Market Managers to deepen client engagement and grow share of wallet, and educate advisors on products, strategies and market developments.
• Co-present at client meetings, investment forums and client events as required.
• Be accountable for investment product penetration, revenue contribution, growth in net new investment assets and solution adoption.
• Ensure compliance with KYC/AML and regulatory requirements, and escalate control issues transparently.

Required profile

• 10-15 years of experience in investment advisory, investment product sales or a closely related role.
• Bachelor's degree required; Master's degree or professional certifications such as CFA or CAIA are advantageous.
• Ability to meet and maintain all Monetary Authority of Singapore (MAS) licensing and regulatory requirements for providing investment advice.

Required skills

• Broad understanding of financial markets, portfolio construction and investment solutions across asset classes.
• Clear, credible explanation of complex investment concepts to sophisticated clients.
• Excellent interpersonal, verbal and written communication skills.
• Proven ability to collaborate with relationship managers and cross-functional partners.