Wealth Planning Associate - AVP

Citibank (Switzerland) AG; Dubai; On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation & benefits

Professional development opportunities

Collaborative culture

Job summary

Citibank (Switzerland) AG in Dubai, UAE, seeks a Wealth Planning AVP on-site for a full-time role. The position focuses on delivering high-quality investment advice to Citigold Private Client clients, leading market update events, and supporting Senior Relationship Managers with portfolio construction guidance and investment propositions.

The ideal candidate has 8+ years in finance, strong analytical and communication skills, and fluency in English (Arabic preferred).

Qualifications

• Bachelor's degree in finance, economics, or quantitative discipline.
• 8+ years of relevant experience.
• Strong analytical, quantitative, and problem-solving skills with high attention to detail.
• Excellent written and verbal communication skills, with ability to articulate complex concepts clearly.
• Experience in large-scale, enterprise, or regulated environments.
• Fluency in English, and preferably knowledge of Arabic.

Responsibilities

• Lead end-to-end strategic execution and delivery aligned with objectives.
• Partner with stakeholders across business, risk, and operations to translate requirements into measurable outcomes.
• Identify operational efficiencies and drive continuous improvement initiatives.
• Maintain governance, documentation, and compliance across artifacts.
• Monitor KPIs and resolve risks, bottlenecks, or impediments.
• Mentor junior team members and foster a culture of accountability and learning.

Skills

Financial markets understanding

Analytical skills

Problem-solving

Communication skills

English fluency

Arabic knowledge (preferred)

Education

Bachelor's degree in finance/economics/quantitative

Master's degree or MBA / CFA (preferred)

Job description

## Wealth Planning Associate - AVPApply: On-Site: Dubai United Arab Emirates: Full time: Posted 3 Days Ago: End Date: October 2, 2026 (9 days left to apply): 26994228The 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.*