Investment Counselor

Citi

London, United Kingdom
On-site
Understanding financial markets and products
Client and prospect engagement
Collaboration with relationship management
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

Job Summary

  • 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.
  • 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.
  • 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.

Matching Summary

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.

Skills & Requirements

Must-have

  • understanding financial markets and products
  • client and prospect engagement
  • collaboration with relationship management
  • communication and diplomacy skills
  • financial and relationship targets
  • business development and revenue generation
  • client satisfaction and asset gathering

Nice-to-have

  • emotional empathy with UHNW clients
  • entrepreneurial client acquisition
  • leveraging internal partners
  • managing broad product suite

Key Requirements

  • Track record in private banking or wealth management
  • Robust experience in investment advice and solutions
  • Bachelor's/University degree, Master's degree preferred
  • Certified Role subject to FCA and PRA Certification Regime

Work Rights

Not specified

Tailored Resume

Cover Letter