Private Client Wealth Planner

United States Citigroup; Dubai; On-site; AED 350,000 - 550,000; Full time

Job summary

Citi UAE seeks an Investment Counsellor reporting to the Head of Specialist Advisory to deliver high-quality investment advice and portfolio guidance for Citigold Private Client clients in Dubai.

The role involves leading client market update events, supporting Senior Relationship Managers, and promoting holistic investment strategies to grow AUM and revenue while ensuring Citi’s investment strategy is executed with rigorous risk and governance standards.

Qualifications

• Bachelor’s degree in finance or economics or another quantitative discipline
• Master’s degree or MBA or industry certifications (PMP, CFA, AWS) are a plus

Responsibilities

• Lead and deliver end-to-end investment advisory deliverables aligned with Citi UAE objectives.
• Collaborate with stakeholders across business, engineering, risk and operations to translate requirements into measurable outcomes.
• Identify operational efficiencies and drive continuous improvement to enhance quality and throughput.
• Maintain rigorous documentation, compliance and governance across all artifacts.
• Monitor KPIs and operational metrics; resolve risks or bottlenecks proactively.
• Serve as a trusted advisor; provide transparent reporting and executive updates.
• Mentor junior team members and foster a culture of innovation and accountability.

Skills

Communication skills

Analytical skills

Problem solving

Fluency in English

Arabic knowledge (preferred)

Education

Bachelor’s degree in finance or economics

Master’s degree or MBA

Certifications (PMP, CFA, AWS)

Tools

None

Job description

Citi UAE seeks an Investment Counsellor reporting to the Head of Specialist Advisory to deliver high-quality investment advice and portfolio guidance for Citigold Private Client clients in Dubai.

The role involves leading client market update events, supporting Senior Relationship Managers, and promoting holistic investment strategies to grow AUM and revenue while ensuring Citi’s investment strategy is executed with rigorous risk and governance standards.