Senior Investment Advisor
hace 1 mes
Investment Counselor Role Overview
We are seeking an experienced Investment Counselor to support our Emerging Markets region, focusing on Russia, Turkey, Israel, and Africa. This role involves collaborating with Private Bankers and Product specialists to provide investment services to ultra-high net worth clients and family offices with EEA touch points.
Key Responsibilities:
- Establish and grow investment relationships with ultra-high net worth clients (AUM of $25MM or more with Citi Private Bank).
- 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.
- 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 Citi Private Bank 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:
- Experience in the financial industry, preferably in a trading or advisory role.
- Investment, banking, and either portfolio management or trading experience.
- Excellent relationship-building skills with clients and across hierarchical levels.
- Ability to challenge the status quo and optimize processes in own area of responsibility.
Qualifications:
Postgraduate Degree or equivalent preferred; exceptional candidates with relevant experience will be considered.
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