• Competitive
  • Singapore
  • Permanent, Full time
  • Citibank NA
  • 18 Oct 17

IPB - Portfolio Counselor

IPB - Portfolio Counselor

  • Primary Location: Singapore,Singapore,Singapore
  • Education: Bachelor's Degree
  • Job Function: Relationship Management
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 17063282


As part of a strong business franchise that services the banking needs of high net worth individuals, you will join a dynamic team of product specialists to provide quality advisory support to relationship managers in the area of investment and structured products. You will be required to analyze, monitor and oversee portfolio quality at business, team and customer level. Periodically, you will provide feedback to senior management and product specialists, on portfolio related matters such as concentration risk and market impact.

Other responsibilities include providing guidance and training to relationship managers on portfolio concepts, establishing model portfolios and advising the sales team heads on ways to improve portfolio quality. You will also be required to have external customer interface, working with relationship managers in retaining top tier clients through customizing portfolio services and offering one-stop advisory service across all investment and treasury products.

You may also have to take on process, product or system development roles from time to time.


  • In addition to a degree, you should have at least 4-5 years of related experience, primarily in a sales or product role within an asset management, securities or banking organization
  • Knowledge of derivatives and foreign exchange would be advantageous
  • Strong entrepreneurial spirit, adaptability and communication skills are essential
  • As this is for the offshore market, the incumbent must be able to communicate effectively with Bahasa Indonesia speaking clients or Mandarin speaking clients