Investment Counselor, South Asian Markets AVP/VP
Core
Primary client contact and trusted investment advisor for ultra-high net worth clients, providing portfolio advice, executing trades, and managing investment relationships.
Role type
Senior IC Investment Counselor (Private Banking)
Builds
Customized investment solutions and wealth management services for ultra-high net worth individuals and families.
Domain
Private Banking / Wealth Management / South Asian Markets
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Investment advice and solutions, Portfolio management, Trade execution, Risk assessment, Compliance, Cross-selling, Client relationship management, Analytical skills
Preferred skills
CFA designation, CACS certifications 1 & 2
Technologies
N/A
Responsibilities
Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution. Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank. Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions. Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. Work across currencies, asset classes, markets and jurisdictions. Engage and advise clients on brokerage activity and execute trades seamlessly. Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc. Partner with Bankers to prospect for new investment business. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Seniority
Senior, hands-on IC
