Investment Counselor Job at Citi (London)

Investment Counselor AVP

The Investment Counselor Sr Anlyst is a seasoned professional role. Applies in-d...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Experience in providing investment advice and solutions
CFA certification
AMIB 3 certification
Requires good analytical skills
Strong communication and diplomacy skills
US Only: S7, S66 (or S63) and S3
NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Fluent in english
Bachelor's/University degree or equivalent experience

Job Responsibility

Function as the primary client contact and trusted investment advisor for clients
Leverage existing client relationships to introduce new ultra-high net worth clients
Build and manage a successful practice centered on deepening relationships
Combine in depth knowledge of traditional and alternative investments
Work across currencies, asset classes, markets and jurisdictions
Engage and advise clients on brokerage activity and execute trades
Actively look for cross sell opportunities
Partner with Bankers to prospect for new investment business
Appropriately assess risk when business decisions are made

Fulltime

Investment Counselor

Investment Counselor role covering the Israel Market, working closely with Priva...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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

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

Fulltime

Gerente de Inversion Responsable Afore

The Investments Lab Sr. Analyst is a seasoned professional role, focusing on ass...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Robust knowledge of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets and investment strategies
Robust knowledge of Capital Markets and Managed Investment products
Bachelor's/University degree or equivalent experience
3+ años de experiencia como equity research analyst o rol similar
Certificación ESG del CFA deseable
Demostrar interés en ESG.(Indispensable)
Estructura, disciplina y accountability
Licenciatura en economía, finanzas o equivalente. CFA es un plus
Capacidad de análisis.

Job Responsibility

Conduct bespoke strategic and tactical asset allocation
Portfolio optimization and construction
Risk identification
Fund and capital market strategies
Statistical modeling
Develop objective, actionable proposals to clients
Perform in-depth analysis on investment products, strategies, and portfolios
Collaborate with Private Bankers and Investment Counselors
Discuss portfolio analysis and investment proposals with clients
Develop innovative solutions, tools, and frameworks for global investments

What we offer

Global benefits
Equal opportunity employer.

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Ideally with experience managing high-net-worth clients residing in these markets
Strong understanding of North Asian culture and practices
Fluent in Mandarin/ Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
Identify and pursue new business opportunities within the high-net-worth segment
Leverage existing networks and referrals to expand the client base
Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
Stay abreast of market trends, economic developments, and investment opportunities
Provide clients with informed perspectives and recommendations
Organize and host client events to foster relationships and provide valuable market insights
Ensure that KYC/AML and other compliance norms are strictly adhered to

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
familiarity with Islamic finance principles and products
knowledge of local regulatory requirements for wealth management in the UAE/Middle East
existing network of HNWI contacts in the region
deep understanding of financial markets, investment strategies, and wealth planning principles, with knowledge of regional investment preferences and regulations
strong analytical, communication, and interpersonal skills, with cultural sensitivity and awareness of local customs
ability to work independently and as part of a team in a multicultural environment
fluency in regional languages are a plus
proven track record of success in business development and client relationship management
mandatory certifications as required for advising on and selling financial products

Job Responsibility

develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
identify and pursue new business opportunities within the high-net-worth segment
leverage existing networks and referrals to expand the client base
partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
stay abreast of market trends, economic developments, and investment opportunities
provide clients with informed perspectives and recommendations
organize and host client events to foster relationships and provide valuable market insights
ensure that KYC/AML and other compliance norms are strictly adhered to

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

4 to 7 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Ideally with experience managing high-net-worth clients residing in these markets
Strong understanding of North Asian culture and practices
Fluent in Mandarin/ Cantonese as well as English
Ability to travel
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team

Job Responsibility

Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base
Collaboration: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations
Client Events: Organize and host client events to foster relationships and provide valuable market insights
Ensure that KYC/AML and other compliance norms are strictly adhered to
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, 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

Fulltime

Citigold Client Advisor

The Citigold Client Advisor (North Asia) role is a strategic partner for high-ne...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Ideally with experience managing high-net-worth clients residing in these markets
Strong understanding of North Asian culture and practices
Fluent in Mandarin/Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base
Collaboration: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations
Client Events: Organize and host client events to foster relationships and provide valuable market insights
Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, 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

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

1-3 years (or more) of relevant experience in wealth management or a related field, serving high-net worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Ideally with experience managing high-net-worth clients residing in these markets
Strong understanding of North Asian culture and practices
Fluent in Mandarin/Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base
Collaboration: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations
Client Events: Organize and host client events to foster relationships and provide valuable market insights
Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to

What we offer

Equal opportunity employer
Compliance with applicable laws, rules, and regulations

Fulltime

Investment Counselor

Citi

Location:
United Kingdom , London

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
August 30, 2025

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