London UHNW Investment Counselor — Private Bank Partner

11037 Citibank, N.A. United Kingdom; Greater London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A major global banking institution in London is seeking an Investment Counselor to provide expert advice to ultra-high net worth clients, focusing on portfolio management and investment solutions. The role involves close collaboration with Private Bankers and requires strong communication skills, financial acumen, and a postgraduate degree. Successful candidates will have the opportunity to develop within the organization and engage with high-profile clients.

Qualifications

• Experience in financial industry, preferably trading or advisory.
• Investment and banking exposure with portfolio management or trading.
• Excellent relationship building skills across hierarchical levels.

Responsibilities

• Advise on portfolios and asset allocation for ultra-high net worth clients.
• Establish and manage investment relationships.
• Engage clients on brokerage activities and execute trades.

Skills

Effective communication

Team player

Professionalism

Bloomberg proficiency

Creative and interpersonal skills

Broad execution skills

Advanced judgment

Education

Postgraduate Degree or equivalent

CFA or equivalent registration

Tools

Bloomberg

Microsoft Word

Microsoft Excel

PowerPoint

Job description

A major global banking institution in London is seeking an Investment Counselor to provide expert advice to ultra-high net worth clients, focusing on portfolio management and investment solutions. The role involves close collaboration with Private Bankers and requires strong communication skills, financial acumen, and a postgraduate degree. Successful candidates will have the opportunity to develop within the organization and engage with high-profile clients.