Investment Counselor - Greek Market

Citi Handlowy

Bertrange, Luxembourg
Base: €128,000.00 - €212,000.00; bonus/equity: not...
Not specified
Investment advisory for ultra-high net worth clients
Portfolio management and asset allocation
Collaboration with private bankers and trading teams
Citi Handlowy is seeking an Investment Counselor for the Greek Market in Luxembourg to provide investment services to ultra-high-net-worth clients. The role requires collaboration with Private Bankers and involves advising on portfolio management and capital markets solutions

Job Summary

  • The Investment Counselor acts as the primary conduit to Citi Private Bank’s global investment product platform, working closely with coverage, trading, product, risk, and compliance teams.
  • The role involves advising ultra-high net worth clients on portfolios, asset allocation, capital markets solutions, money markets, and alternatives including private equity and hedge funds.
  • Candidates will be entrepreneurial, experienced in investment solutions, and skilled at building and managing trusted client relationships while delivering agreed sales goals.

Matching Summary

Match Score: 85

Citi Handlowy is seeking an Investment Counselor for the Greek Market in Luxembourg to provide investment services to ultra-high-net-worth clients. The role requires collaboration with Private Bankers and involves advising on portfolio management and capital markets solutions.

Salary

Base: €128,000.00 - €212,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • investment advisory for ultra-high net worth clients
  • portfolio management and asset allocation
  • collaboration with private bankers and trading teams
  • knowledge of traditional and alternative investments
  • risk assessment and regulatory compliance
  • proficiency in Bloomberg and Microsoft Office

Nice-to-have

  • entrepreneurial spirit and selling skills
  • strong interpersonal and communication skills
  • ability to work under stress in volatile markets
  • team oriented and collaborative approach
  • creative problem solving and innovation
  • cross-market and multi-currency expertise

Key Requirements

  • Postgraduate degree or equivalent experience
  • CFA or equivalent registration preferred
  • Fluent English and Greek
  • CEP-Fitness and Probity Regime compliance
  • Experience in financial industry with trading or advisory role
  • Relevant regulatory qualifications expected

Work Rights

Not specified

Tailored Resume

Cover Letter