Investment Counselor, Central & Northern Europe

Citi

Bertrange, Luxembourg
€130,000.00 - €275,000.00 py
On-site
Advising on asset allocation
Implementing investment solutions
Managing investment relationships
Citi is seeking an Investment Counselor for their Private Bank in Bertrange, Luxembourg, focusing on ultra-high net worth clients in Central & Northern Europe. The role involves advising clients on investment strategies, collaborating with Private Bankers, and leveraging a range of investment solutions while adhering to compliance standards

Job Summary

  • Provide investment services to Citi’s European ultra-high new worth clients and family offices by advising on asset allocation and implementation via multiple solutions.
  • Act as the primary conduit to Citi Private Bank's extensive global investment product platform, working in close partnership with coverage teams and specialists.
  • Demonstrate advanced judgment and conduct in-depth analysis to solve problems and develop new, innovative solutions while assessing risk and ensuring compliance.

Matching Summary

Match Score: 85

Citi is seeking an Investment Counselor for their Private Bank in Bertrange, Luxembourg, focusing on ultra-high net worth clients in Central & Northern Europe. The role involves advising clients on investment strategies, collaborating with Private Bankers, and leveraging a range of investment solutions while adhering to compliance standards.

Salary

€130,000.00 - €275,000.00

Skills & Requirements

Must-have

  • Advising on asset allocation
  • Implementing investment solutions
  • Managing investment relationships
  • Client relationship management
  • Traditional and alternative asset classes

Nice-to-have

  • Entrepreneurial spirit
  • Collaborative and team-oriented
  • Leveraging internal partners

Key Requirements

  • AUM of $25MM or more
  • Experience in financial services sector
  • Postgraduate Degree Educated or equivalent
  • CFA or equivalent registration preferred
  • Fluent English

Work Rights

Not specified

Tailored Resume

Cover Letter