Citi Global Wealth is establishing a new EMEA-wide team (the “Wealth Accelerator”) to engage existing clients with a net worth $10-25m to assess their needs and determine if they would benefit from private banking services in addition to their existing transactional banking.

This is a regulated client sales & service role introducing and advising on financial products to Citibank customers.

This role will report to the Investment Counselor Team Leader.

Job Purpose:

The Investment Counsellor will advise a portfolio of Citibank's customers about investment products & services, with a focus on building strong relationships with clients, maintaining existing revenue streams, collaborating with colleagues in the Private Bank to engage clients in regards to the PB’s offering and ensuring appropriate client due diligence.

All activities must be conducted in compliance with applicable rules and regulations. The position will be based in the London Office and the candidate will need to travel to meet clients face to face.

Responsibilities:

• To build a deep understanding of our investments platform and build strong partnerships with the key colleagues creating that platform
• To build a deep relationship with our relationship management partners and the Associate Bankers and Team Bankers that support them
• To work with the relationship management team on their prospecting with client and intermediaries and on RFPs
• Helping to define and implement on behalf of your own clients, and the IC team more broadly, investment proposals, performance reporting and reviews and general portfolio administration
• With creativity and client-focus utilise the analytical tools provided to us, as well as the services of our Investment Lab to deliver superior intellectual advice to support our asset allocation and product solutions
• To meet specific and agreed personal and team financial and non-financial goals
• Liaise with investment finance to support capital markets trading
• Work towards taking responsibility and ownership for client relationships
• To ensure that you deliver commercial goals while maintaining the highest levels of proprietary and ethical best-practice including full documentation of call reports and pipeline management for personal CRM and subsequent audit of best practice behaviours
• Help with demand assessment for new products and managers and comprehensively monitor existing ones
• To share positioning emails and promotional materials with the broader IC community to pool our efforts
• Gain solid knowledge in portfolio construction and asset allocation process, trading and managed investments
• Attending Investment Manager review meetings and disseminating appropriate information to other team members
• Effectively ensures that client’s risk profiles (IOS) are in line with current clients positions
• Displays broad base of execution skills, having successfully completed a range of transactions
• Demonstrates strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills
• A willingness to lead the business contribution for projects related to business growth and technological improvement.

Qualifications:

• Significant experience of the financial industry
• Full Wealth management product knowledge and experience (incl. discretionary & alternative investment solutions)
• Experience and knowledge of the UK market
• All related regulatory exams completed
• Excellent relationship building skills (with clients, and across hierarchical levels and other functions including our relationship management partners)
• A willingness to share knowledge and experience with the junior members of the team and to be a source of learning for them
• Ability to cope with ambiguity & change – high adaptability.
• Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility

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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.

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