Investment Counselor - Citi in London

Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

The Investment Counselor is a strategic professional who understands financial markets and the associated products to deliver the platform and capabilities of the Private Bank to their clients and prospects in collaboration with the relationship management team and other partners. They will be part of a small team with the same level of expertise and internally they bridge between the relationship management team and the product specialists. The role requires excellent communication skills and emotional empathy with UHNW clients as well as colleagues internally, often working with senior level colleagues and high profile clients. Developed communication and diplomacy skills are required in order to guide, influence and convince others. The role will have clear financial and relationship targets, including business development, revenue generation, client satisfaction and asset gathering.

The Private Bank at Citi is part of Citi Wealth and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. The Private Bank serves over 10,000 ultra-high net worth clients worldwide, focusing on clients with a minimum liquid net worth of $25mm and serving 40% of the world's billionaires and their families. Investment Counselors joining Citi Private Bank are expected to establish, grow and manage investment relationships with ultra-high net worth clients. They should be experienced in implementing and overseeing investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Candidates should possess credibility to cultivate trusting relationships with existing ultra-high net worth clients, be entrepreneurial, and capable of bringing in new clients and investment relationships. They should be collaborative and team oriented, able to leverage internal partners and manage a broad product suite.

Responsibilities:

• Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product-specific opportunities, portfolio advice and after-sales execution (in partnership with the Banker team).
• Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
• Combine in-depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
• Work across currencies, asset classes, markets and jurisdictions.
• Engage and advise clients on brokerage activity and execute trades seamlessly.
• Actively look for cross-sell opportunities in other areas of the bank, including lending, trust and institutional markets solutions.
• Assess risk in business decisions, uphold the firm's reputation, safeguard Citi and its clients and assets, ensure compliance with applicable laws, and escalate, manage and report control issues with transparency.

Qualifications:

• A good track record of experience in a similar role within private banking or wealth management.
• Robust experience in providing investment advice and solutions.
• CFA, MBA or other advanced degree is a plus.
• Requires complex judgments and solutions based on sophisticated analytical thought; interpretive thinking and in-depth analysis are required.

Education:

• Bachelor's/University degree; Master's degree preferred.

Benefits and Workplace:

• Generous holiday allowance starting at 27 days plus bank holidays (increasing with tenure).
• Discretionary annual performance-related bonus.
• Private medical insurance packages to suit personal circumstances.
• Employee Assistance Program.
• Pension Plan.
• Paid Parental Leave.
• Special discounts for employees, family and friends.
• Access to learning and development resources.

We work hard to have a positive financial and social impact on the communities we serve. Citi London offers a business casual workplace with a hybrid model (up to 2 days at home per week), a competitive base salary, and a range of additional benefits. Candidates applying for this role should note that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime requires fitness and propriety assessments, including interviews, disclosures, and background checks to determine suitability for the role.

Job Family Group: Private Client Product Services

Job Family: Investment Counselor

Time Type: Full time

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.