• Competitive
  • Singapore
  • Permanent, Full time
  • Citibank NA
  • 2019-04-21

CPB - Investment Counselor Team Lead

CPB - Investment Counselor Team Lead

  • Primary Location: Singapore,Singapore,Singapore
  • Education: Bachelor's Degree
  • Job Function: Institutional Banking
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 19018261


  • Manage a team of Investment Counselors
  • Liaise with other capital markets specialists who serve the self-directed investment needs of CPB clients
  • Assist clients and Private Bankers in capital markets investments and related risk management
  • Origination and distribution of capital markets investment ideas and strategies to clients and Private Bankers
  • Identify and define client target market, promoting counseling (advisory and managed investments services) to meet client investment needs/objectives
  • Partner with private bankers in client calls to promote investments products on our investment platform


  • Good degree from a recognized university
  • CFA will be an added advantage
  • At least 10 years of relevant sales/trading experience in one or more assets classes: FX, Equities, Fixed Income and associated derivatives markets
  • Strong leadership skills with excellent interpersonal and communication skills
  • Strong sales and marketing skills