Senior Wealth Planning Advisor

Tanqeeb; Abu Dhabi; On-site; AED 300,000 - 540,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Professional development

Collaborative culture

Job summary

The Investment Counsellor at Citi UAE will deliver high-quality investment advice to CitiPrivate clients, support relationship managers, and drive portfolio construction guidance and market insights. You will lead client updates and contribute to revenue growth through holistic investment strategies.

Ideal candidates have 8+ years in financial services, a strong understanding of markets, and excellent communication skills, with fluency in English and ideally Arabic, in a fast-paced, regulated

Qualifications

• Bachelor's degree in finance, economics, or quantitative discipline.
• 8+ years of relevant experience in financial services or investment roles.
• Strong analytical, quantitative, and problem-solving skills with attention to detail.
• Excellent written and verbal communication across technical and non-technical audiences.
• Fluency in English; Arabic knowledge preferred in a cross-border, multilingual context.

Responsibilities

• Lead and deliver end-to-end investment advisory deliverables.
• Support Senior Relationship Managers with portfolio construction guidance and market insights.
• Drive client market update events and ensure high client satisfaction and revenue growth.
• Maintain rigorous governance, documentation, and compliance across project artifacts.

Skills

Client advisory

Analytical skills

Communication

English fluency

Arabic knowledge (preferred)

Education

Bachelor's degree in finance/economics

MBA or CFA preferred

Job description

The Investment Counsellor at Citi UAE will deliver high-quality investment advice to CitiPrivate clients, support relationship managers, and drive portfolio construction guidance and market insights. You will lead client updates and contribute to revenue growth through holistic investment strategies.

Ideal candidates have 8+ years in financial services, a strong understanding of markets, and excellent communication skills, with fluency in English and ideally Arabic, in a fast-paced, regulated