Wealth Planning Associate - AVP

Citigroup Inc.; Dubai; On-site; AED 300,000 - 600,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Wellness program

Career development

Job summary

Citigroup Inc. UAE seeks an Investment Counsellor reporting to Head of Specialist Advisory to deliver high-quality investment advice to Citigold Private Client clients and support Senior Relationship Managers.

You will lead client market update events, provide portfolio construction guidance, market insights, and product education to promote a holistic portfolio approach. Ideal candidate has a proven track record in financial markets, 8+ years, fluent English (Arabic preferred), with strong

Qualifications

• Bachelor’s degree in finance, economics, or a quantitative discipline, or advanced degree or certs.
• 8+ years of relevant experience in investment or wealth management.
• Proven track record delivering complex projects end-to-end.
• Strong analytic, quantitative, and problem-solving skills.
• Excellent written and verbal communication for technical and non-technical audiences.
• Experience in large-scale, regulated environments.
• Fluency in English; knowledge of Arabic is preferred.

Responsibilities

• Lead end-to-end deliverables aligned with objectives.
• Partner with stakeholders to translate requirements into outcomes.
• Identify efficiencies and drive improvements in quality.
• Maintain standards for documentation, compliance, governance.
• Monitor KPIs and resolve risks or bottlenecks.
• Serve as primary contact and trusted advisor.
• Facilitate cross-functional alignment with reporting and updates.
• Mentor junior team members and foster learning.

Skills

Investment expertise

Portfolio construction

Market insights

Communication

Arabic language

Education

Bachelor's degree in finance/economics/quantitative

Advanced degree or CFA/CFA

Job description

The Investment Counsellor, reporting to the Head of Specialist Advisory, Citi UAE, is responsible for delivering high-quality investment advice and expertise to Citigold Private Client clients, leading client market update events, and supporting Senior Relationship Managers and Citigold Private Client Relationship Managers through portfolio construction guidance, market insights, product education, and investment propositions.

The role aims to increase client satisfaction, share of wallet, assets under management (AUM), and revenue generation by promoting a holistic portfolio approach and ensuring the effective delivery of Citi’s investment strategy. Key performance indicators include revenue achievement, AUM growth, portfolio diversification, sales diversification, annual portfolio reviews for assigned clients, leadership of client market update events, and adherence to quality and control standards.

The ideal candidate brings a proven track record in strong understanding of financial markets, economies, and investment products, combined with strong problem-solving capabilities, strategic thinking, and the ability to operate effectively in a fast-paced environment.

Key Responsibilities:

Strategic Execution & Delivery

• Lead and execute end-to-end deliverables , ensuring alignment with organizational objectives.
• Partner closely with key stakeholders across business, engineering, risk, and operations to translate requirements into clear, measurable outcomes.
• Identify operational efficiencies and drive continuous improvement initiatives to enhance quality and throughput.

Technical & Functional Leadership

• Maintain rigorous standards for documentation, compliance, and governance across all project artifacts.
• Monitor key performance indicators (KPIs) and operational metrics, proactively resolving risks, bottlenecks, or impediments.

Collaboration & Stakeholder Engagement

• Serve as a primary point of contact and trusted advisor
• Facilitate cross-functional alignment through transparent communication, reporting, and executive updates.
• Mentor and support junior team members, fostering a culture of innovation, accountability, and continuous learning.

Qualifications & Competencies

• Education: Bachelor's degree in finance, economics, or another quantitative discipline, or advanced degree (Master's, MBA) or industry-recognized certifications (e.g., [PMP, AWS Certified, CFA, etc.]).
• Experience:8+ years of relevant experience.
• Proven track record of managing complex projects from inception through successful completion.
• Strong analytical, quantitative, and problem-solving skills with high attention to detail.
• Excellent written and verbal communication skills, with the ability to articulate complex concepts clearly to both technical and non-technical audiences.
• Prior experience operating within large-scale, enterprise, or regulated environments.
• Fluency in English, and preferably knowledge of Arabic.

What We Offer

• Competitive Compensation & Benefits: Comprehensive health, retirement, and wellness programs.
• Professional Development: Structured career growth pathways, mentorship programs, and ongoing learning opportunities.
• Collaborative Culture: An inclusive, dynamic environment where innovation, diverse perspectives, and accountability are recognized and rewarded.

Job Family Group:

Private Client Product Services

Job Family:

Trust Wealth Planning

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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