London-based UHNW Private Banking Investment Advisor

Citigroup Inc.; City Of London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading global financial services firm in London is seeking an experienced Investment Counselor to advise ultra-high net worth clients. Key responsibilities include managing investment relationships, providing portfolio advice, and collaborating with teams to meet client goals. Ideal candidates will have a postgraduate degree and relevant financial experience, along with strong communication and relationship-building skills.

Qualifications

• Postgraduate Degree Educated or equivalent preferred.
• CFA or equivalent registration preferred.
• Experience in a trading or advisory role preferred.

Responsibilities

• Establish and manage investment relationships with ultra-high net worth clients.
• Advise clients on portfolios, asset allocation, and investment solutions.
• Collaborate with coverage teams and internal partners.

Skills

Communication

Team player

Professionalism

Financial analysis

Relationship building

Execution skills

Education

Postgraduate Degree

CFA or equivalent

Tools

Bloomberg

Microsoft Excel

Microsoft PowerPoint

Job description

A leading global financial services firm in London is seeking an experienced Investment Counselor to advise ultra-high net worth clients. Key responsibilities include managing investment relationships, providing portfolio advice, and collaborating with teams to meet client goals. Ideal candidates will have a postgraduate degree and relevant financial experience, along with strong communication and relationship-building skills.