Investment Counselor Team Lead, Citi

Citi

Location:
Switzerland, Geneva

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Investment Counselor Team Lead manages multiple teams of senior professionals and oversees the CPB Investments business within the region. Responsibilities include strategic planning, investment advice, revenue growth, compliance, and management of a team of professionals. The position requires in-depth knowledge of the industry, excellent communication skills, and technical investment qualifications.

Job Responsibility:

responsible for the effective coordination, management and delivery of all aspects of the CPB Investments business within the region, including 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 meets financial targets as well as all internal and external standards and practices
development and execution of the region’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
provide leadership as the 'face' of the investments business to all clients in the region
manage a large team of investment professionals including investment counselors and product specialists
recruit, develop, promote, and retain talented professionals across the Middle East investments organization
partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
deliver continued revenue growth through managing the cost to income ratio and achieving agreed financial targets

Requirements:

15+ years of experience
extensive experience in providing investment advice and solutions as well as managerial experience
CFA, MBA degree or other advanced degree a plus
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
relevant qualifications and registrations for the country of employment

Nice to have:

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

Additional Information:

Job Posted:
July 04, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Investment Counselor Team Lead