Investment services for ultra-high net worth clients
Advising on portfolios and asset allocation
Capital markets solutions and alternatives
You will closely collaborate with our Private Bankers and product partners to provide investment services to Citi’s ultra-high new worth clients and family offices
Job Summary
You will closely collaborate with our Private Bankers and product partners to provide investment services to Citi’s ultra-high new worth clients and family offices.
The objective is to deliver excellent advice and solutions to our clients, within the overall framework of the Private Bank’s strategy and operating model.
Investment Counsellors demonstrating the necessary aptitude and commitment can expect to become senior producers or advance into team leader roles, or laterally to banking positions.
Matching Summary
You will closely collaborate with our Private Bankers and product partners to provide investment services to Citi’s ultra-high new worth clients and family offices.
Skills & Requirements
Must-have
Investment services for ultra-high net worth clients
Advising on portfolios and asset allocation
Capital markets solutions and alternatives
Global investment product platform conduit
Risk assessment and compliance adherence
Nice-to-have
Entrepreneurial spirit and client acquisition
Collaborative and team-oriented approach
Creative and interpersonal skills
Key Requirements
Minimum five years of financial industry experience