Investment Specialist

JL Germany; Frankfurt; Vor Ort; EUR 90.000 - 120.000; Vollzeit

Zusammenfassung

A leading financial institution is seeking a senior Investment Counselor to join their Northern European coverage team. This role involves collaborating with Private Bankers to provide investment services to ultra-high net worth clients. The ideal candidate will possess strong relationship-building skills and a deep understanding of investment solutions, with the opportunity for career advancement within Citi's global wealth management business.

Qualifikationen

• Experience in financial industry, preferably in trading or advisory role.
• Ability to cope with ambiguity & change.

Aufgaben

• Establish and manage investment relationships with ultra-high net worth clients.
• Advise clients on portfolios and asset allocation.

Kenntnisse

Communication

Team Player

Professionalism

Interpersonal Skills

Analytical Skills

Ausbildung

Postgraduate Degree

CFA

Tools

Bloomberg

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Jobbeschreibung

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Citi

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Other

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Job Reference:

43dacd1f-6117-47ae-9884-597e0c1a20f9

Job Views:

2

Posted:

18.05.2025

Expiry Date:

02.07.2025

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Job Description:

Job Title - Investment Counselor
Business - Citi Private Bank
Division - Citi Global Wealth
Officer title - Director
C-Grade - C15
Location - Frankfurt or Luxembourg
Legal Entity - Citibank Europe PLC
We are currently seeking a senior Investment Counselor to join our Northern European coverage team. You will closely collaborate with our Private Bankers across the region to provide investment services to Citi's European 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 (inl. Private Equity and Hedge Funds). Citi Private Bank has an extensive, global investment product platform, and the Investment Counselor acts as the primary conduit to it. This role is key to our client coverage, and works in close collaboration with relationship managers, client services team, as well as our trading, product, risk & compliance partners. The objective is to deliver agreed sales goals within the overall framework of the CPB business strategy and operating model.

Key Responsibilities

• Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. These are defined as AUM of $25MM or more with Citi Private Bank
• They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas
• Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and supportive of bringing in new clients/investment relationships
• Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners
• Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities
• Work across currencies, asset classes, markets and jurisdictions
• Engage and advise clients on brokerage activity and execute trades seamlessly
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency

Development Value

• Exposure to all areas of Citi Global Wealth Management business across Europe, and globally, with the opportunity to develop within these areas. The IC may also collaborate across Citi's wider business, including global markets and other institutional businesses to deliver client solutions. Investment Counsellors demonstrating the necessary aptitude and commitment can expect to become senior producers or advance into team leader roles, or laterally to banking positions.

Skills

• Ability to communicate effectively with co-workers and clients
• Successful team player with ability to work individually under stress in possibly volatile market conditions
• Possess high level of professionalism and strong personal integrity
• High level of competence in Bloomberg, Microsoft Word, Excel and PowerPoint
• Strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills
• Possesses a broad base of execution skills
• Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions

Knowledge/Experience

• 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

Qualifications

• 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
• Swedish or Dutch speakers preferred

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .
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