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The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Investment Counselor

Job Req ID 21389543 Primary Location Dubai, United Arab Emirates Job Category Private Client Product Services
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The Investment Counsellor (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.

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

Development value:

  • Exposure to all areas of Citi Global Wealth business across EMEA with the opportunity to develop within these areas.

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

Knowledge/Experience:

  • 15+ years of 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

Competencies:

  • Adaptability
  • Analytical Ability
  • Communication Skills
  • Decision Making
  • Drive and Determination
  • Influencing Skills / Persuasiveness
  • Initiative / Innovation
  • Relationship Building
  • Risk Awareness
  • Team player
  • Valuing Diversity - demonstrates an appreciation of a diverse workforce, appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success.

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)

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Counselor

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Time Type:

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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.

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.

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View the EEO Policy Statement.

View the Pay Transparency Posting

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