Ultra-high net worth client relationship management
Traditional and alternative asset class knowledge
Mifid and aifmd regulatory compliance expertise
Citi is seeking an Investment Counselor in Luxembourg to support ultra-high net worth clients and family offices in Central and Northern Europe. The role involves collaborating with Private Bankers to provide tailored investment solutions and advice across various asset classes
Job Summary
The role involves advising Citi's European ultra-high net worth clients and family offices on asset allocation across liquid and illiquid asset classes.
Candidates must possess the credibility to cultivate trusting relationships with existing clients while driving sales goals within the Citi Private Bank strategy.
This position offers exposure to all areas of Citi Private Bank and Global Wealth Management with opportunities to advance into senior producer or team leader roles.
Matching Summary
Match Score: 85
Citi is seeking an Investment Counselor in Luxembourg to support ultra-high net worth clients and family offices in Central and Northern Europe. The role involves collaborating with Private Bankers to provide tailored investment solutions and advice across various asset classes.
Salary
Base: €130,000.00 - €275,000.00; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Ultra-high net worth client relationship management
Traditional and alternative asset class knowledge
MiFID and AIFMD regulatory compliance expertise
Nice-to-have
Entrepreneurial spirit and new business development
Fluency in multiple European languages
Strong creative problem-solving abilities
Key Requirements
Postgraduate degree or equivalent experience preferred
CFA or equivalent registration preferred
Experience in trading, asset management, or financial advisory