Investment Counselor

Citigroup Inc.; City of Westminster; On-site; GBP 75,000 - 120,000; Full time

Job summary

A leading global banking firm is seeking an Investment Counselor in London to cover the Israel Market. The role involves close collaboration with Private Bankers, advising ultra-high net worth clients on portfolios and investment strategies. Ideal candidates should have a strong background in managing investment relationships and be able to assess risk effectively. This position offers significant exposure to the Global Wealth Management business across Europe, with opportunities for advancement.

Qualifications

• Experience in managing investment portfolios for ultra-high net worth clients.
• Ability to provide advice on traditional and alternative investments.
• Strong collaborative skills working with internal partners.

Responsibilities

• Advise clients on portfolios and investment strategies.
• Cultivate relationships with ultra-high net worth clients.
• Execute trades and advise on brokerage activity.

Skills

Establishing investment relationships

Knowledge of asset allocation

Understanding capital markets

Risk assessment

Job description

We are currently seeking an Investment Counselor to join our team in London to cover the Israel Market. You will closely collaborate with our Private Bankers to provide investment services to Citi's 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 one done in very close partnership with the coverage team, of which it is a key part, 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.

• 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 Private Bank and Global Wealth Management business across Europe, and globally, with the opportunity to develop within these areas. 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.