Investment Counselor - Middle East

Workforcity

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Ultra-high net worth clients
Investment portfolio management
Asset allocation strategies
** Citi is seeking an Investment Counselor to join its Middle East team, focusing on providing investment services to ultra-high-net-worth clients and family offices. The role requires strong collaboration with various internal partners to deliver tailored investment solutions and advice. **

Job Summary

  • The role will involve advising clients on portfolios, asset allocation, capital markets solutions, money markets, and alternatives (inl. Private Equity and Hedge Funds).
  • Investment professionals joining Citi Private Bank will be accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients, defined as holding AUM of $25MM or more with Citi Private Bank.
  • Exposure to all areas of Citi Private Bank and Global Wealth Management business across EMEA, and globally, with the opportunity to develop within these areas.

Matching Summary

Match Score: 75

** Citi is seeking an Investment Counselor to join its Middle East team, focusing on providing investment services to ultra-high-net-worth clients and family offices. The role requires strong collaboration with various internal partners to deliver tailored investment solutions and advice. **

Skills & Requirements

Must-have

  • Ultra-high net worth clients
  • Investment portfolio management
  • Asset allocation strategies
  • Capital markets solutions
  • Alternative investments knowledge
  • Client relationship management

Nice-to-have

  • Entrepreneurial spirit
  • Collaborative team player
  • Adaptability to change
  • Challenging the status quo

Key Requirements

  • Minimum five years of financial industry experience
  • Postgraduate Degree or equivalent
  • CFA or equivalent registration preferred
  • Fluent English; Arabic preferred

Work Rights

Not specified

Tailored Resume

Cover Letter