Investment Sales Lead

At Citi, we connect millions of people across cities and countries every day. With over 200 years of experience, we provide a broad range of financial services and products to help our clients meet challenges and seize opportunities.

Shape your Career with Citi

Citi Global Wealth (CGW) serves clients from affluent to ultra-high net worth to family offices. Citi Private Bank (CPB) focuses on the world’s wealthiest individuals and their families. From 52 locations in 20 countries, we serve over 14,000 ultra-high net worth clients. Our approach focuses on sophisticated clients with an average net worth above $100 million.

We are looking for a professional to join our team as an Investment Sales Lead in Singapore. We provide resources to meet your needs and empower you to manage your well-being and plan for your future:

• Programs for physical and mental well-being, including telehealth options and confidential counseling.
• Expanded Paid Parental Leave Policy for global employees.
• Access to learning and development resources.
• Programs that help balance work and life, including generous paid time off.

The Investment Sales Lead is a strategic professional who stays updated on field developments and contributes to strategy. Requires commercial awareness and developed skills to influence others. The role impacts the business area significantly.

• Work with Alternative Investments (Private Equity, Real Estate, Hedge Funds) while maintaining knowledge of the Managed Investments platform.
• Collaborate with Private Bankers and Investment Counselors, providing solutions and coordinating with attorneys on client agreements.
• Participate in relationship review meetings to explore investment management needs.
• Respond to sales opportunities by interviewing banker teams and engaging clients.
• Analyze and present clients' alternative investment needs with written proposals.
• Implement solutions and maintain client contact for further business opportunities.
• Ensure compliance with laws, rules, and regulations to protect the firm's reputation.

• 6-10 years of experience.
• Excellent sales and communication skills.
• Knowledge of AI products and attention to detail.
• Strong interpersonal skills across all levels.

• Bachelor's/University degree, Master's preferred.
• 5+ years of experience in Alternatives preferred.
• Singapore local licensing.

Job Family Group: Private Client Product Services

Job Family: Investment Managed Sales

Time Type: Full time

Citi is an equal opportunity employer. Qualified applicants receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.