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Investment Counselor

工作 ID 21377752 主要地點 Bertrange, Luxembourg; 工作類別 Private Client Product Services
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Job Purpose:

To service clients by the provision of investment advice, thereby, delivering on agreed sales goals within the overall framework of the private bank’s business strategy and operating model.

Key Responsibilities:

As we expand our coverage in the key North European markets, the IC will work in strong partnership with bankers (relationship managers) and our product specialists to on-board new investment business and thereby develop their coverage book, with the goal to -

  • Look after clients with a minimum net worth of $25 million
  • Directly cover 30-50 clients
  • Directly service investment AUMs of > $500 million

The IC will:

  • Work towards agreed revenue targets
  • Take responsibility and ownership for client relationships
  • Provide superior advice on markets, products, and asset allocation.
  • Promote new products and managers and comprehensively monitor existing ones
  • Effectively ensure that client’s risk profiles (IOS) are in line with current clients positions
  • Fully recognize, regardless of size or complexity, the changes in client's environment which may present opportunities or potential threats.

Development Value:

  • Exposure to all areas of the Global Wealth Management business.
  • The North European market is a key growth area for Citi Global Wealth; the new IC will have an opportunity to participate in the building of this business at an early stage, thus becoming a key partner in our success.

Business Overview

Citi Global Wealth is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank.  It generates over $6.6 Billion of Revenue across its global footprint in Asia, EMEA, Mexico, and North America. Citi Global Wealth delivers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking.  By building on the strengths and capabilities across Citi, we intend to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech and high touch capabilities Citi can offer, and ultimately help them achieve their goals.

Citi Global Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client, and Citi Private Bank brands. Citi Private Bank is represented by more than 1,000 private bankers, investment professionals and product specialists across a network of 90 offices in 33 countries and over 128 currencies worldwide, making it the most global private bank.

The advertised position will be within the Norther Europe market region, which comprises of France, Germany, Benelux, and Scandinavia. The selected candidate will have responsibility for covering French UHNW clients and will be based in Paris after undergoing thorough training in our Luxembourg booking center.

Skills:

  • Fluent in English, German highly recommended, other North European languages a plus
  • Ability to communicate effectively
  • 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
  • Possesses a broad base of execution skills, having successfully completed a range of complex transactions

Knowledge/Experience:

  • 5-10 years’ experience in the financial industry
  • Extensive investment and banking product knowledge especially in the European markets.
  • Solid knowledge in asset allocation process, trading (equity, FX, fixed income and derivatives) and managed investments.  

Qualifications:

  • Postgraduate Degree Educated or equivalent preferred, however exceptional candidates with relevant experience will be considered
  • CFA or equivalent registration preferred

This Role is a “Controlled Function” Role as defined by the Central Bank of Ireland Reform Act 2010 and Principal Regulations 2011, and amending Regulations 2014, 2015.

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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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