Investment Portfolio Manager

hace 1 mes


Madrid, Madrid, España Citigroup Inc. A tiempo completo
"

Key Responsibilities:

• Establish, grow, and manage investment relationships with ultra-high net worth clients (AUM of $25MM or more with Citigroup Inc.)
• Implement and oversee investment solutions, providing advice and guidance on markets and actionable investment ideas
• Cultivate trusting relationships with existing ultra-high net worth clients and support bringing in new clients/investment relationships
• Collaborate and 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
• Engage and advise clients on brokerage activity and execute trades seamlessly
• Assess risk in business decisions, ensuring compliance with laws, rules, regulations, and internal policies

Development Value:

• Exposure to all areas of Citigroup Inc. and Global Wealth Management business across Europe, with opportunities for advancement into senior producer or team leader roles, or lateral moves to banking positions

Requirements:

• Postgraduate Degree or equivalent preferred; exceptional candidates with relevant experience will be considered
• CFA or equivalent registration preferred
• Will be expected to complete relevant regulatory qualifications
• Fluent in English
• Russian language skills are a plus

Job Family: Private Client Product Services
Job Family Group: Investment Counselor
Time Type: Full time
Citigroup Inc. is an equal opportunity and affirmative action employer."



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