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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.
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