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Investment Counselor - VP/SVP

Employer
Citigroup
Location
London, United Kingdom
Salary
Competitive Salary
Closing date
Nov 25, 2021

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
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The Investment Counselor (IC) is a strategic professional who, in partnership with other member of the relationship management team, will have direct contact with our clients.
The IC will be expected to match each client's long term investment needs to our investment platform. Successful ICs are able to construct a rigorous investment plan and share that with clients through strong communication skills and authority. They will need to regularly present and update clients with sensitivity and manage client expectations in a positive way.
Excellent communication skills required in order to negotiate internally, often at a senior level, and externally with forthright clients. ICs will provide advanced judgment and conduct in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions
Key

Responsibilities:

- ICs joining Citi Global Wealth (CGW) EMEA business will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.
- ICs 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 and should be entrepreneurial and capable 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
Knowledge/Experience:
- Experience in the financial industry
- Extensive experience in providing investment advice and solutions
- Investment and banking product knowledge especially in the UK and European markets
- Solid knowledge in asset allocation process, trading (equity, FX, fixed income and derivatives) and managed investments
- Knowledge of Citigroup's investment offering is preferred
Skills:
- Ability to communicate effectively with co-workers and clients.
- Successful team worker with ability to work individually
- Ability to work 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, having successfully completed a range of complex transactions with bankers
Qualifications:
- Postgraduate Degree Educated or equivalent preferred, however exceptional candidates with relevant experience will be considered
- CFA or equivalent registration preferred
- FSA registered (advisory of UK booked accounts)
Candidates applying for this role must be aware that it is a Certified Role, subject to the Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which has come into effect on 7 March 2016. Under the Certification Regime, certain Citi entities must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
Honesty, integrity and reputation
Financial soundness
Competence and capability
In order to comply with the requirements of the Certification Regime, certain Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety.
By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks.

Job Family Group:
Private Client Product Services

Job Family:
Investment Counselor

Time Type:
Full time

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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .
View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\EEO\Supplement\Final\JRF\QA\508c.pdf) .
View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\aa\policy.pdf) .
View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\%20English\formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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