At a Glance
- Tasks: Act as a trusted advisor for ultra-high-net-worth clients and deliver tailored investment solutions.
- Company: Citi Private Bank, a leader in wealth management with a focus on client relationships.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Other info: Dynamic work environment with a focus on compliance and client satisfaction.
- Why this job: Join a prestigious firm and make a significant impact on clients' financial success.
- Qualifications: Strong knowledge of investment strategies and excellent communication skills.
The predicted salary is between 60000 - 80000 £ per year.
The Citi Private Bank seeks an Investment Counselor to act as the primary client contact and trusted investment advisor for UHNW clients.
You will collaborate with relationship managers to deliver tailored investment solutions and ensure effective after sales execution.
You will leverage deep market knowledge to grow the client base, provide cross buy opportunities across wealth management products, and maintain strict compliance with regulatory standards.
Private Wealth Investment Advisor employer: Citi
Citi is an exceptional employer that fosters a dynamic and inclusive work culture, offering employees the chance to thrive in a fast-paced financial services environment. With generous benefits such as 27 days of annual leave, private medical care, and extensive learning resources, employees are empowered to grow both personally and professionally. Located in a vibrant city, Citi provides unique opportunities for collaboration across global teams, making it an ideal place for those seeking meaningful and rewarding careers.
