Investment Counselor, Citi

Citi

Location:
Switzerland; United Kingdom, Geneva ▼
London

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

We are currently seeking an Investment Counselor to join our team and support the Middle East region. You will closely collaborate with our Private Bankers to provide investment services to Citi’s Middle East ultra-high net worth clients and family offices. The role includes advising clients on portfolios, asset allocation, capital markets solutions, money markets, and alternatives such as Private Equity and Hedge Funds.

Job Responsibility:

Establishing, growing and managing investment relationships with ultra-high net worth clients
Implementing and overseeing investment solutions
Providing advice and guidance on markets and actionable investment ideas
Cultivating trusting relationships with existing ultra-high net worth clients
Bringing in new clients/investment relationships
Leveraging a wide array of internal partners
Combining traditional and alternative investments with wealth planning and private banking services
Engaging and advising clients on brokerage activity and executing trades seamlessly
Appropriately assess 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
Fluent English plus Arabic language skills.

What we offer:

Global benefits supporting well-being, growth and work-life balance
Exposure to all areas of Citi Private Bank and Global Wealth Management business across Europe and globally
Opportunity to advance to senior producer, team leader roles, or banking positions.

Additional Information:

Job Posted:
October 17, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Investment Counselor