Investment Counselor / Senior Investment Counselor - Citi Private Bank

Psychbilling; Greater London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A global financial services firm is seeking an experienced Investment Counselor to manage relationships with ultra-high net worth clients. Candidates should possess 6–10+ years in investment advice, CACS 1 & 2, and the ability to engage with clients across markets. Responsibilities include providing tailored investment solutions, assessing risks, and partnering with other teams to meet client needs. The role offers full-time engagement in the Greater London area, with a commitment to work-life balance and professional growth.

Benefits

Telehealth services

Learning resources

Generous paid time-off

Qualifications

• 6–10+ years of experience in investment advice.
• Advanced judgment and analytical skills.
• Experience with South East Asian clients.

Responsibilities

• Act as primary client contact for investment advice.
• Build and manage a practice focusing on client relationships.
• Engage with clients on brokerage activity.

Skills

Investment advisory

Client relationship management

Cross-selling

Risk assessment

Education

CACS 1 & 2

CFA or MBA

Job description

At Citi, we connect millions of people across hundreds of cities and countries every day. With more than 200 years of experience, we deliver a broad range of financial services and products to consumers, corporations, governments and institutions, helping them seize opportunities and tackle global challenges.

Shape your Career with Citi

Citi Private Bank (CPB) serves the world's wealthiest individuals and families. From 52 locations across 20 countries, CPB offers customized services to over 14,000 ultra‑high net worth clients from nearly 100 nations, including entrepreneurs, business leaders and their heirs.

We’re currently looking for a high‑caliber professional to join our team as an Investment Counselor/Senior Investment Counselor based in Singapore. Investment Counselors at CPB are distinguished leaders who establish, grow and manage investment relationships with ultra‑high net worth clients. Candidates should bring credible relationships, entrepreneurial drive, and the ability to collaborate with internal partners.

• Citi provides programs and services for your physical and mental well‑being, including telehealth, health advocates and confidential counseling. Coverage varies by country.
• Citi offers an array of learning and development resources to deepen your skills as your career progresses.
• Citi supports work‑life balance with generous paid time‑off packages.

In this role, you’re expected to :

• Act as the primary client contact and trusted investment advisor, including direct selling, suitability determination, product opportunity identification, 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 CPB.
• Build and manage a successful practice centered on deepening relationships by providing 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 pursue cross‑sell opportunities in other areas of the bank, particularly lending, trust and institutional markets solutions.
• Partner with Bankers to prospect for new investment business.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets. Drive compliance with applicable laws, rules and regulations, adhere to policy, apply sound ethical judgment, and transparently report control issues.

As a successful candidate, you’d ideally have the following skills and exposure :

• At least 6–10+ years of experience.
• Extensive experience in providing investment advice and solutions.
• CACS 1 & 2 required. CFA, MBA degree or other advanced degree a plus.
• Requires advanced judgment and in‑depth analysis to solve problems and develop new, innovative solutions. Think beyond existing solutions, assumptions or current knowledge of sophisticated areas.
• Experience covering South East Asian clients.

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Family Group: Private Client Product Services
Job Family: Investment Counselor
Time Type: Full time
Most Relevant Skills: Please see the requirements listed above
Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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.