Senior Investment Counselor, SVP - Citi Private Bank

Psychbilling; Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

A global financial services leader is seeking a Senior Investment Counselor to enhance investment relationships with ultra-high net worth clients. The ideal candidate will have 6-10 years of experience, strong analytical skills, and a track record in providing tailored investment solutions. This role involves direct client interaction, advising on various investment products and capturing cross-selling opportunities in wealth management. Join a dynamic, global team that values collaboration, integrity, and growth.

Benefits

Telehealth options

Learning and development resources

Generous paid time off

Qualifications

• Minimum of 6-10 years of experience in investment advising.
• Experience in providing tailored investment solutions.
• Advanced analytical and judgment skills.

Responsibilities

• Serve as the primary investment advisor for ultra-high net worth clients.
• Identify and introduce new clients to investment opportunities.
• Optimize client relationships through deep investment knowledge.

Skills

Investment advice

Client relationship management

Market analysis

Risk assessment

Education

CACS 1 & 2 required

CFA or MBA preferred

Job description

Overview

At Citi, we connect millions of people across hundreds of cities and countries. We provide a broad range of financial services and products to clients to help them meet opportunities and face challenges. Citi Private Bank (CPB) serves the world’s wealthiest individuals and their families, with services tailored to protect and responsibly grow wealth. We are currently looking for a high-caliber professional to join our team as a Senior Investment Counselor, based in Singapore.

Investment Counselors joining Citi Private Bank are distinguished and 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 have 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 should be collaborative and team oriented, able to leverage a wide array of internal partners.

Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decisions and manage your financial well-being to help plan for your future.

For instance:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

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.
• Partner with Bankers to prospect for new investment business.
• Appropriately assess risk when making business decisions, demonstrating consideration for the firm’s reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment, and escalating, managing and reporting control issues with transparency.

Qualifications

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

Additional Information

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. Take the next step in your career, apply for this role at Citi today. Citi jobs: jobs.citi.com/dei

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.