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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:
Not provided

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Salary:

Not provided

Job Description:

The Wealth at Work Investment Counsellor is a trusted advisor serving High Net Worth and Ultra High Net Worth professionals. Responsibilities include establishing, growing, and managing investment relationships, implementing investment solutions, and providing actionable market ideas.

Job Responsibility:

  • Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions
  • combine in-depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities
  • appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

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
  • CFA or equivalent registration preferred
  • fluent English.

Nice to have:

Other European languages.

What we offer:
  • Exposure to all areas of Citi Global Wealth with the opportunity to develop within these areas
  • opportunity to become senior producers or advance into team leader roles, or laterally to banking positions.

Additional Information:

Job Posted:
August 20, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
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