Investment Counsellor, Citi

Citi

Location:
United Kingdom, London

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Seeking an Investment Counsellor for the Israel market based in London, working with ultra-high net worth clients and family offices to provide investment services and advice. Role involves collaboration with private bankers and internal teams to deliver on sales goals while ensuring compliance with regulations and maintaining firm reputation.

Job Responsibility:

Advising clients on portfolios, asset allocation, capital markets solutions, money markets, and alternatives
working across currencies, asset classes, markets and jurisdictions
engaging and advising clients on brokerage activity and executing trades seamlessly
implementation and oversight of investment solutions, and providing advice and guidance on markets and actionable investment ideas
cultivating trusting relationships with existing ultra-high net worth clients of Citi Private Bank
working collaboratively and in a team-oriented manner with internal partners
assessing risk when making business decisions

Requirements:

Experience of the financial industry, preferably in a trading or advisory role
investment, banking and either portfolio management or trading experience
excellent relationship building skills, both with clients, and across hierarchical levels and other functions
ability to cope with ambiguity & change
ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility
postgraduate degree educated or equivalent preferred, however exceptional candidates with relevant experience will be considered
CFA or equivalent registration preferred
will be expected to complete relevant regulatory qualifications

Nice to have:

High level of competence in Bloomberg, Microsoft Word, Excel and PowerPoint
strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills
possesses a broad base of execution skills

What we offer:

Exposure to all areas of Citi Private Bank and Global Wealth Management business across Europe and globally
opportunity to develop into senior producer or team leader roles
equal opportunity employer with accommodation for persons with disabilities

Additional Information:

Job Posted:
August 30, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Investment Counsellor