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Investment Counselor - Africa

Place of work Work from home
Contract type All types
Start date 2 hours ago
Salary -

Job details

Job description, work day and 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 Private Bank and Global Wealth Management business across Europe, and globally, with the opportunity to develop within these areas. 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.
Company Name: Citi
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Offer ID: #1243497, Published: 2 hours ago, Company registered: 2 months ago

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