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Investment Counselor

https://www.citi.com/ Logo

Citi

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Location:
United Kingdom , London

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

Investment Counselor role covering the Israel Market, working closely with Private Bankers to provide investment services to Citi's ultra-high net worth clients and family offices. The role involves advising clients on portfolios, asset allocation, capital markets solutions, and alternative investments while leveraging Citi Private Bank's extensive global investment product platform.

Job Responsibility:

  • Advise clients on portfolios, asset allocation, capital markets solutions, money markets, and alternatives
  • Act as primary conduit to Citi Private Bank's global investment product platform
  • Collaborate with Private Bankers to provide investment services to ultra-high net worth clients and family offices
  • Deliver agreed sales goals within CPB business strategy
  • Engage and advise clients on brokerage activity and execute trades
  • Assess risk when business decisions are made
  • Drive compliance with applicable laws, rules and regulations

Requirements:

  • Postgraduate Degree Educated or equivalent preferred
  • CFA or equivalent registration preferred
  • Complete relevant regulatory qualifications
  • 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
  • Ability to cope with ambiguity & change
  • Ability to challenge status quo and continuously optimize processes
  • Ability to communicate effectively with co-workers and clients
  • Successful team player with ability to work individually under stress
  • High level of professionalism and strong personal integrity
  • 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
  • Requires advanced judgment and conducts in-depth analysis

Nice to have:

  • Exceptional candidates with relevant experience will be considered
  • Experience with ultra-high net worth clients (AUM of $25MM or more)
  • Experience across currencies, asset classes, markets and jurisdictions
What we offer:
  • Career growth opportunities
  • Exposure to all areas of Citi Private Bank and Global Wealth Management business
  • Opportunity to develop into senior producer, team leader, or banking positions
  • Global benefits supporting well-being, growth and work-life balance

Additional Information:

Job Posted:
November 20, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
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