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Investment Counselor Team Lead

Employer
Citi
Location
Singapore, Singapore
Salary
Competitive
Closing date
Jun 27, 2021

View more

Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
The Investment Counselor (IC) Team Lead is a senior managerial role within Citi Private Bank. The duties of this role are divided across three functional areas:

I) Manager - The incumbent will be responsible for leading a team of senior Investment Counselors in the delivery of investment advice and execution within an assigned region. They will be accountable for not only the financial performance of their assigned market and team, but also for ensuring that all team members are held to the highest ethical and compliance standards, and for fostering a culture of diversity and inclusion. This will involve talent acquisition, as well as providing ongoing feedback, motivation, coaching, and mentoring for direct and matrix-reporting employees. Strong interpersonal and communication skills, as well as a flexible approach are critical to leading a diverse team of senior professionals with a wide range of experience.

II) Partner - The IC Team Lead will serve as a critical partner for various product groups across Citi, and will be closely aligned with the Global Market Manager (GMM) to develop and execute upon medium- and long-term strategic business objectives for the assigned market. In-depth knowledge of the market and industry, including familiarity with direct competitors' products/services, is also necessary in order to contribute to the commercial objectives of the overall business.

III) Individual Producer - As the most senior member of the Investment Counselor team, the Team Lead will have direct coverage responsibility for several of the largest and most complex relationships within the market, often in close coordination with other lines of business and/or across global regions. This role requires a broad and comprehensive understanding of the different systems, theories, and terminology relevant to various financial markets as well as practical experience operating through multiple business cycles. Excellent presentation and communication skills are a requirement for this role in order to influence a wide range of audiences, including large group presentations and events.

Responsibilities:
  • Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the assigned market, including Citi Investment Management (CIM) and Capital Markets as well as the core functions noted herein. Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices.
  • Development and execution of the market's broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management. These functions are coordinated with the Head of Investment Counselors, the Regional Head and the Global Head of Investments, among others.
  • Through continuous direct client interaction, solicit client feedback on CPB's Investments business, and drive platform and product initiatives to maintain CPB's pre-eminent relevance and stated goal as trusted advisor to all target market clients. Provide leadership as the "Face" of the Investments business to all clients in the market.
  • Manages a large team of investment professionals including Investment Counselors and Investment Associates. Works effectively across the region, in close partnership with the senior leadership team for Investments, the regional management team, GMMs, RMMs, Private Bankers and other partners including Investment Finance and Trust to build strong client relationships and deliver to them the best of the Citi platform to clients. Effectively recruit, develop, promote and retain talented professionals across the Private Bank.
  • Effectively engage, leverage, and partner with ICG Markets, CIM and CIM-Alts to provide exceptional investment offerings to CPB clients.
  • In accordance with goals set by the Head of Investment Counselors, the Private Bank Regional Head and the Private Bank Global Head of Investments, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets.


The incumbent should posses the following:
  • Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies; the capacity to effectively engage and influence business partners and navigate through a complex global organization; and the ability to attract, develop and retain talent.
  • Solid technical investment qualifications and experience that include the ability to formulate well-articulated views of the macroeconomic environment, investment views based on Citi's research and client specific recommendations based on their risk, needs and requirements.
  • Experience and technical understanding of Capital Markets products, including structured products and solutions, hedging and the mechanics of basic pay-off structures.
  • Experience in discretionary and advisory asset management, including a comprehensive understanding of the fundamentals of portfolio construction, asset allocation and risk management. The position requires broad understanding of the drivers of value across traditional, leveraged and alternative investment strategies.
  • 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.


Qualifications:
  • 15+ years of experience
  • Extensive experience in providing investment advice and solutions as well as a proven track record of success
  • Prior experience managing a team of senior professionals
  • Demonstrable track record in managing a business P&L; Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization.
  • Client Adviser Competency Standards (CACS) Assessment (I & II)
  • Clear regulatory, legal, and compliance history


Education:
  • Bachelor's/University degree
  • Graduate degree, MBA, and/or CFA are a plus, but not required


Job Family Group:
Private Client Product Services

Job Family:
Investment Counselor

Time Type:

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

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