Investment Counselor
Citi
full-time
Posted on:
Location Type: Hybrid
Location: Geneva • 🇨🇭 Switzerland
Visit company websiteJob Level
Mid-LevelSenior
About the role
- You will closely collaborate with our Private Bankers to provide investment services to Citi’s Middle East ultra-high new worth clients and family offices.
- The role will involve advising clients on portfolios, asset allocation, capital markets solutions, money markets, and alternatives (inl. Private Equity and Hedge Funds).
- Deliver agreed sales goals within the overall framework of the CPB business strategy and operating model.
- Engage and advise clients on brokerage activity and execute trades seamlessly.
- Reporting and escalating, managing and reporting control issues with transparency.
Requirements
- Postgraduate Degree Educated or equivalent preferred, however exceptional candidates with relevant experience will be considered.
- CFA or equivalent registration preferred.
- Fluent English plus Arabic language skills.
- 3+ years of 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, both with clients, and across hierarchical levels and other functions.
- Ability to cope with ambiguity & change.
- Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility.
Benefits
- Exposure to all areas of Citi Private Bank and Global Wealth Management business across Europe, and globally, with the opportunity to develop within these areas.
- Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank,and should be entrepreneurial and supportive of bringing in new clients/investment relationships.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
portfolio managementtradingcapital markets solutionsasset allocationprivate equityhedge fundsbrokerage activityinvestment servicesfinancial analysissales goals
Soft skills
relationship buildingcommunicationadaptabilityproblem-solvingcollaborationclient engagementtransparencyprocess optimizationstrategic thinkingchange management
Certifications
CFA