IPB Investment Counselor (North Asia market)

CitiGreat Workplace

22 days ago

United StatesFull TimeCounselor

✓ No Call✓ No Weekends

What should this role pay?

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Job Description

About the Role

Join Citi as a Investment Counselor – North Asia Market in United States. Job Description Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks.

Key Responsibilities

sales follow

up for clients Identify product

Requirements

centric mindset with excellent interpersonal, verbal, and written communication skills Proven ability to collaborate effectively with relationship managers and cross

Job Family Group: Consumer Sales

Job Family: Consumer Product Sales

Time Type: Full time

Work Schedule

Full-Time position.

No explicit call, weekend, or night shift information provided.

Apply to join Citi as a Investment Counselor – North Asia Market.

Key Skills

Investment advisoryPortfolio constructionMarket analysisWealth managementClient relationship managementFinancial marketsInvestment solutionsAsset allocationMandarin fluencyCantonese fluencyKYC complianceAML complianceStrategic planningBusiness developmentRisk assessmentCommunication

Finance & AccountingSalesManagement & LeadershipConsultingvia Workday

Position Insights

Work-Life Balance Analysis

WeekdayDoc's proprietary algorithm rates IPB Investment Counselor (North Asia market) at Citi a 6.0 out of 10 for work-life balance — classified as good. This places the position in the top 35% of all General Medicine physician listings evaluated on our platform. Contributing factors include no on-call duties, no weekend requirements.

This score reflects a generally positive work environment with some areas for improvement. Clinicians should evaluate scheduling and workload expectations carefully.

General Medicine — Physician Career Context

This General Medicine position at Citi is open to physician candidates.

Physicians (MD/DO) are in high demand across healthcare settings, with growing interest in positions that offer sustainable schedules and reduced administrative burden.

Location & Logistics

This position is based in United States.

Why This Position Stands Out

No on-call requirements — clinicians are completely off-duty after hours
No weekend shifts — preserving personal and family time

Skills, Responsibilities & Benefits

Key skills and qualifications: Investment advisory, Portfolio construction, Market analysis, Wealth management, Client relationship management, Financial markets, Investment solutions, Asset allocation. Candidates with experience in these areas may be especially well-suited for this General Medicine role.

Core responsibilities: The Investment Counselor will serve as a trusted advisor to high-net-worth clients, delivering tailored portfolio guidance and investment strategies in partnership with Client Advisors. They are responsible for driving investment revenue, growing net new investment assets, and ensuring full adherenc...

About WeekdayDoc

WeekdayDoc is the only healthcare job board that scores every position for burnout risk and work-life balance. Every listing includes a proprietary burnout score, transparent salary data when available, and lifestyle filters for no-call, no-weekends, and remote positions. Browse more General Medicine physician jobs on WeekdayDoc to compare work-life balance scores and compensation across employers.