Citi

Investment Counselor - Private Bank

Citi

London, UK
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Citi, we are growing our Investment Counselor team within our Private Bank and are looking for an experienced professional to join us in this exciting endeavor. The Investment Counselor is a pivotal role, responsible for providing investment advice and solutions to our high-net-worth clients. To be successful in this position, you must have a strong background in financial advising, financial analysis and investments. You must have excellent interpersonal and communication skills as well as a passion for helping clients reach their financial goals. At Citi, we value hard work, integrity, and a commitment to excellence. If you thrive in a fast-paced environment and are looking to work with a team of professionals dedicated to providing the highest level of client service, this could be the perfect opportunity for you!

Where is this job?
This job is located at London, UK
Job Qualifications
  • Accounting

  • Finance

  • Business Or Related Field

  • Bachelor's Degree In Economics

  • + Years Of Relevant Experience In The Financial Services Industry

  • Strong Knowledge Of Investments

  • Investment Strategies

  • And Portfolio Management

  • Excellent Analytical

  • Problem Solving And Decision-Making Skills

  • Ability To Effectively Communicate Complex Financial Concepts To Clients

  • Ability To Build And Maintain Strong Relationships With Internal And External Stakeholders

  • Ability To Work

Required Skills
  • Data Analysis

  • Account Management

  • Communication

  • Market Research

  • Negotiation

  • Client Service

  • Presentation

  • Credit Analysis

  • Risk Analysis

  • Investment Strategy

  • Portfolio Management

  • Regulatory compliance

  • Asset allocation

  • Financial Modelling

  • Tax Planning

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Investment Counselor - Private Bank in London, UK is £55,000 to £130,000. This salary range varies depending on the experience and qualifications of the individual.

Additional Information
Citi is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 7th, 2023
Apply BeforeMay 22nd, 2025
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About Citi

Citigroup, Inc. is a global financial services holding company specializes in banking and financial solutions. It offers a range of products and services among individuals, corporations, governments and institutions such as savings, checking, online banking, individual retirements accounts, credit cards; personal, student, and commercial real estate loans, cash management services, home equity, and bill consolidation, as well as online banking services, cash management, transactions, trade, securities, and fund services.

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