Investment Counselor - Assistant Vice President (AVP)
Core
Strategic investment advisor delivering portfolio guidance and investment solutions to high-net-worth clients in North Asia, translating Citi's Chief Investment Office views into actionable advice.
Role type
Senior IC investment counselor (wealth advisory)
Builds
Differentiated portfolio guidance and investment solutions for high-net-worth clients
Domain
Wealth management / Investment advisory
Required skills
Investment advisory, portfolio construction, asset class expertise, market analysis, client relationship management, regulatory compliance (KYC/AML), product sales, cross-functional collaboration
Preferred skills
CFA or CAIA certification, Master's degree, experience in North Asian markets
Technologies
N/A
Responsibilities
Provide tailored investment advice aligned to client objectives and risk profiles; Deliver Citi CIO market views and investment strategies through direct client engagement; Support investment execution, suitability assessments, and portfolio construction; Identify product-specific and thematic investment opportunities; Partner with Client Advisors to grow share of wallet and acquire new prospects; Ensure adherence to KYC/AML and regulatory requirements
Seniority
Senior, hands-on IC
