Investment Counselor, Citi

Citi

Location:
United Kingdom, 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 in London to cover the African Market. You will closely collaborate with our Private Bankers to provide investment services to Citi’s ultra-high new worth clients and family offices. The role will involve advising clients on portfolios, asset allocation, capital markets solutions, money markets, and alternatives such as Private Equity and Hedge Funds. This position requires individuals who are distinguished and highly accomplished at growing and managing investment relationships with ultra-high net worth clients.

Job Responsibility:

Advise clients on portfolios, asset allocation, capital markets solutions, money markets, and alternatives
Work closely with private bankers to provide investment services to ultra-high net worth clients and family offices
Cultivate trusting relationships with ultra-high net worth clients
Implement and oversee investment solutions
Provide advice and actionable investment ideas
Engage and advise clients on brokerage activity and execute trades
Assess risk when business decisions are made, ensuring compliance with firm policies, laws, and ethical standards
Combine knowledge of traditional and alternative investments with wealth planning and private banking services
Work across currencies, asset classes, markets, and jurisdictions.

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.

Nice to have:

Successful team player with ability to work individually under stress in possibly volatile market conditions
Strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills
Possesses a broad base of execution skills.

What we offer:

Exposure to all areas of Citi Private Bank and Global Wealth Management business across Europe and globally
Opportunity to develop within the areas of Citi Private Bank
Equal opportunity employer policy.

Additional Information:

Job Posted:
August 30, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Investment Counselor