Investment Specialist - Citi

Join to apply for the Investment Specialist - Citi role at Jobs via eFinancialCareers

1 day ago Be among the first 25 applicants

Join to apply for the Investment Specialist - Citi role at Jobs via eFinancialCareers

Get AI-powered advice on this job and more exclusive features.

Job Title - Investment Counselor
Business - Citi Private Bank
Division - Citi Global Wealth
Officer title - Director
C-Grade - C15
Location - Frankfurt or Luxembourg
Legal Entity - Citibank Europe PLC
We are currently seeking a senior Investment Counselor to join our Northern European coverage team. You will closely collaborate with our Private Bankers across the region to provide investment services to Citi's European ultra-high new worth clients and family offices.
The role will involve advising clients on portfolios, asset allocation, capital markets solutions, money markets, and alternatives (inl. Private Equity and Hedge Funds). Citi Private Bank has an extensive, global investment product platform, and the Investment Counselor acts as the primary conduit to it. This role is key to our client coverage, and works in close collaboration with relationship managers, client services team, as well as our trading, product, risk & compliance partners. The objective is to deliver agreed sales goals within the overall framework of the CPB business strategy and operating model.
Key Responsibilities:

• 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. These are defined as AUM of $25MM or more with Citi Private Bank.
• 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 supportive 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.
• 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.
• Appropriately assess risk when business decisions are made, demonstrating 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  
  

Development Value:
Exposure to all areas of Citi Global Wealth Management business across Europe, and globally, with the opportunity to develop within these areas. The IC may also collaborate across Citi's wider business, including global markets and other institutional businesses to deliver client solutions. 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.
Skills:

• Ability to communicate effectively with co-workers and clients.
• Successful team player with ability to work individually under stress in possibly volatile market conditions.
• Possess high level of professionalism and strong personal integrity.
• High level of competence in Bloomberg, Microsoft Word, Excel and PowerPoint.
• Strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills.
• Possesses a broad base of execution skills.
• Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions.
  
  

Knowledge/Experience:

• Experience of the financial industry, preferably in a trading or advisory role.
• Investment, banking and either portfolio management or trading experience.
• Excellent relationship building skills, both with clients, and across hierarchical levels and other functions
• Ability to cope with ambiguity & change.
• Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility.
  
  

Qualifications:

• Postgraduate Degree Educated or equivalent preferred, however exceptional candidates with relevant experience will be considered.
• CFA or equivalent registration preferred.
• Will be expected to complete relevant regulatory qualifications.
• Fluent English.
• Swedish or Dutch speakers preferred.
  
  

This Role is a "Controlled Function" Role as defined by the Central Bank of Ireland Reform Act 2010 and Principal Regulations 2011, and amending Regulations 2014, 2015.
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 the " EEO is the Law " poster. View the EEO is the Law Supplement .
View the EEO Policy Statement .
View the Pay Transparency Posting

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Jobs via eFinancialCareers by 2x

Get notified about new Investment Specialist jobs in Frankfurt am Main, Hesse, Germany .

Frankfurt am Main, Hesse, Germany 2 weeks ago

Alternative Investment Specialist (d/m/w)

Experienced Analyst (w/m/d) Mergers & Acquisitions - Global Investment Banking

Senior Investment Manager – Renewable Energy & Storage

Goldman Sachs Alternatives - Private Markets for Wealth - Executive Director - Frankfurt

Frankfurt am Main, Hesse, Germany 1 day ago

Investment Officer/Manager in Renewables (m/f/d)

Senior Investment Analyst - EMEA Separate Accounts

(Junior) Consultant (all genders) Real Estate Consulting / Investment Consulting – Frankfurt

(Junior) Consultant (all genders) Real Estate Consulting / Investment Consulting – Frankfurt

Associate Director - Investment / Germany (m/w/d)

Frankfurt am Main, Hesse, Germany 1 month ago

Associate Director - Investment / Germany (m/w/d)

Frankfurt am Main, Hesse, Germany 3 weeks ago

Frankfurt am Main, Hesse, Germany 3 weeks ago

Consultant - Investment Management / Risk & Regulatory (m/w/d) in Frankfurt (Main)

Frankfurt am Main, Hesse, Germany 2 weeks ago

Frankfurt am Main, Hesse, Germany 3 days ago

Frankfurt am Main, Hesse, Germany 1 month ago

Manager - Private Debt Investments (m/w/d)

Frankfurt am Main, Hesse, Germany 1 day ago

(Junior) Sales Director Investments - Financial Institutions

Senior Consultant - Investment Management / Risk & Regulatory (m/w/d) in Frankfurt (Main)

Frankfurt am Main, Hesse, Germany 1 day ago

Manager Investment Controlling (all gender)

(Senior) Manager Investment Management / Financial Services (m/w/d) in Frankfurt (Main)

Frankfurt am Main, Hesse, Germany 5 days ago

(Junior) Sales Director Investments - Financial Institutions

DWS - Investment Writer / Finanz-Journalist – ETFs & Passive Investments (m/w/d)

Frankfurt am Main, Hesse, Germany 5 days ago

Frankfurt am Main, Hesse, Germany 2 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr