• Competitive
  • Singapore
  • Permanent, Full time
  • Citibank NA
  • 20 Jan 18

CPB - Associate Counselor

CPB - Associate Counselor

  • 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: 17080308


  • Assist Investment Counselors in client account management:
    • Provide capital market product sales support such as assembly of market / product analysis and research materials to Investment Counselors
    • Coordinate tailored account summaries for clients and management/transaction reports
  • Maximize sales/relationship deepening opportunity on each client contact:
    • Resolve account related problems, issues and requests effectively
    • Understand and provide necessary rates/quotes or market/product data to clients to facilitate the sales process or as after-sales service
  • Timely and accurate execution of transactions to meet client requests:
    • Prepare and execute client's transactions in a timely and accurate manner and confirmation to client thereafter
    • Be updated on product/operational procedures and cut-off times
  • Assist Investment Counselors in ensuring sufficient funds, collateral or holdings in client's account before order execution
  • Ensure strict adherence to all policies and procedures in the local markets as well as the booking center


  • University graduate in Finance, Business or Banking
  • At least 5 - 7 years of experience in investment sales/support function
  • Good interpersonal and communication skills
  • Fluent in written and spoken English, and one other language (Mandarin or Bahasa Indonesia - clients whom speak these languages).
  • Self-motivated, with pro-active service attitude and able to work under pressure