Citi
Investment Counsellor, UHNW - UK Market
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Investment Counselor
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. They will be part of a small team with the same level of expertise and internally they bridge between the relationship management team and the product specialists. 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. Developed communication and diplomacy skills are required in order to guide, influence, and convince others. The role will have clear financial and relationship targets. Targets include business development, revenue generation, client satisfaction, and asset gathering.
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. The Private Bank delivers solutions to help meet the individual, family, and business needs of over 10,000 ultra-high net worth clients around the world. The Private Bank is focused on clients with a minimum liquid net worth of $25mm and serves 40% of the world’s billionaires and their families.
Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing, and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team-oriented, able to leverage a wide array of internal partners and to manage and learn a very broad product suite.
Responsibilities
- Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product-specific opportunities, portfolio advice, and after-sales execution (in partnership with the Banker team)
- Leverage existing client relationships, local network, and investment experience to introduce new ultra-high net worth clients to Citi Private Bank
- Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions
- Combine in-depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities
- Work across currencies, asset classes, markets, and jurisdictions
- Engage and advise clients on brokerage activity and execute trades seamlessly
- Actively look for cross-sell opportunities in other areas of the bank, in particular lending, trust, and institutional markets solutions, etc.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.
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Qualifications
- A good track record of experience in a similar role within private banking or wealth management
- Robust experience in providing investment advice and solutions
- CFA, MBA degree, or other advanced degree a plus
- Requires complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives
- In-depth analysis with interpretive thinking will be required
Education
- Bachelor's/University degree, Master's degree preferred
Benefits
- Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
- A discretional annual performance-related bonus
- Private medical insurance packages to suit your personal circumstances
- Employee Assistance Program
- Pension Plan
- Paid Parental Leave
- Special discounts for employees, family, and friends
- Access to an array of learning and development resources
About Citi
We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well, and save well. By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:
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Alongside these benefits, Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.
Certification Role
Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorized as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
- Honesty, integrity, and reputation
- Financial soundness
- Competence and capability
In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks, and other background screening checks.
Job Details
- Job Family Group: Private Client Product Services
- Job Family: Investment Counselor
- Time Type: Full time
Skills
- Most Relevant Skills: Please see the requirements listed above.
- Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter.
Equal Opportunity Employer
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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