Investment Counselor

Citigroup

London, England, United Kingdom
Competitive base salary annually reviewed; discret...
Hybrid
Private banking experience required
Ultra-high net worth client management
Investment advice and portfolio oversight
The role serves as a primary trusted investment advisor for over 10,000 ultra-high net worth clients globally

Job Summary

  • The role serves as a primary trusted investment advisor for over 10,000 ultra-high net worth clients globally.
  • Candidates will leverage deep knowledge of traditional and alternative investments to optimize client service and cross-marketing opportunities.
  • The position offers a competitive base salary with an annual performance-related bonus and comprehensive benefits including private medical insurance.

Matching Summary

The role serves as a primary trusted investment advisor for over 10,000 ultra-high net worth clients globally.

Salary

Competitive base salary annually reviewed; Discretionary annual performance related bonus; Generous holiday allowance starting at 27 days plus bank holidays

Skills & Requirements

Must-have

  • Private banking experience required
  • Ultra-high net worth client management
  • Investment advice and portfolio oversight
  • Business development and revenue generation
  • Cross-selling banking and lending solutions

Nice-to-have

  • Strong emotional empathy and diplomacy
  • Entrepreneurial approach to client acquisition
  • Collaborative team-oriented mindset
  • Ability to work across multiple jurisdictions

Key Requirements

  • Bachelor's degree required; Master's preferred
  • CFA or MBA degree considered a plus
  • Track record in private banking or wealth management
  • FCA and PRA Certification Regime compliance

Work Rights

Not specified

Tailored Resume

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