Citi
Investment Counselor(m/w/x)
Vollzeitmit HomeofficeSenior
Genf
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
CICitibank (Switzerland) AG
Investment Counselor, Director - Middle East Market(m/w/x)
Genf
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Advising ultra-high net worth clients on portfolios and asset allocation for a global private bank. Advanced judgment and in-depth analysis skills required. Collaboration with Private Bankers and product partners.
Anforderungen
- Advanced judgment and in-depth analysis for problem-solving and innovation
- Effective communication with co-workers and clients
- Successful teamwork and individual work under stress
- High professionalism and strong personal integrity
- High competence in Bloomberg, Word, Excel, PowerPoint
- Strong creative, interpersonal, entrepreneurial, and selling skills
- Broad base of execution skills
- Minimum five years financial industry experience, preferably trading/advisory
- Investment, banking, portfolio management or trading experience
- Excellent relationship building skills with clients and internally
- Ability to cope with ambiguity and change
- Ability to challenge status quo and optimize processes
- Postgraduate Degree or equivalent preferred, relevant experience considered
- CFA or equivalent registration preferred
- Completion of relevant regulatory qualifications expected
- Fluent English; Arabic preferred
Aufgaben
- Collaborate with Private Bankers and product partners
- Advise clients on portfolios and asset allocation
- Provide guidance on capital markets solutions
- Offer advice on money markets and alternatives
- Act as primary conduit to global investment product platform
- Work closely with trading, product, risk, and compliance partners
- Deliver excellent investment advice and solutions
- Establish and grow investment relationships with ultra-high net worth clients
- Manage investment relationships with clients holding $25MM+ AUM
- Implement and oversee investment solutions
- Provide market advice and actionable investment ideas
- Cultivate trusting relationships with existing clients
- Support bringing in new clients and investment relationships
- Leverage internal partners for client service
- Combine knowledge of traditional and alternative investments
- Optimize client service and cross-marketing opportunities
- Work across currencies, asset classes, markets, and jurisdictions
- Advise clients on brokerage activity
- Execute trades seamlessly
- Assess risk in business decisions
- Safeguard Citigroup’s reputation and assets
- Ensure compliance with laws, rules, and regulations
- Adhere to company policies
- Apply ethical judgment in personal and business practices
- Escalate and report control issues transparently
Berufserfahrung
- 5 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – fließend
- Arabisch – ist ein Plus
Tools & Technologien
- Bloomberg
- Microsoft Word
- Excel
- PowerPoint
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Citibank (Switzerland) AG erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
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CICitibank (Switzerland) AG
Investment Counselor, Director - Middle East Market(m/w/x)
Genf
Vollzeitmit HomeofficeSenior
Nejo KI-Zusammenfassung
Advising ultra-high net worth clients on portfolios and asset allocation for a global private bank. Advanced judgment and in-depth analysis skills required. Collaboration with Private Bankers and product partners.
Anforderungen
- Advanced judgment and in-depth analysis for problem-solving and innovation
- Effective communication with co-workers and clients
- Successful teamwork and individual work under stress
- High professionalism and strong personal integrity
- High competence in Bloomberg, Word, Excel, PowerPoint
- Strong creative, interpersonal, entrepreneurial, and selling skills
- Broad base of execution skills
- Minimum five years financial industry experience, preferably trading/advisory
- Investment, banking, portfolio management or trading experience
- Excellent relationship building skills with clients and internally
- Ability to cope with ambiguity and change
- Ability to challenge status quo and optimize processes
- Postgraduate Degree or equivalent preferred, relevant experience considered
- CFA or equivalent registration preferred
- Completion of relevant regulatory qualifications expected
- Fluent English; Arabic preferred
Aufgaben
- Collaborate with Private Bankers and product partners
- Advise clients on portfolios and asset allocation
- Provide guidance on capital markets solutions
- Offer advice on money markets and alternatives
- Act as primary conduit to global investment product platform
- Work closely with trading, product, risk, and compliance partners
- Deliver excellent investment advice and solutions
- Establish and grow investment relationships with ultra-high net worth clients
- Manage investment relationships with clients holding $25MM+ AUM
- Implement and oversee investment solutions
- Provide market advice and actionable investment ideas
- Cultivate trusting relationships with existing clients
- Support bringing in new clients and investment relationships
- Leverage internal partners for client service
- Combine knowledge of traditional and alternative investments
- Optimize client service and cross-marketing opportunities
- Work across currencies, asset classes, markets, and jurisdictions
- Advise clients on brokerage activity
- Execute trades seamlessly
- Assess risk in business decisions
- Safeguard Citigroup’s reputation and assets
- Ensure compliance with laws, rules, and regulations
- Adhere to company policies
- Apply ethical judgment in personal and business practices
- Escalate and report control issues transparently
Berufserfahrung
- 5 Jahre
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – fließend
- Arabisch – ist ein Plus
Tools & Technologien
- Bloomberg
- Microsoft Word
- Excel
- PowerPoint
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Citibank (Switzerland) AG erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
Citibank (Switzerland) AG
Branche
FinancialServices
Beschreibung
Citi Global Wealth provides tailored lending, investment management, and holistic family wealth management services.
Noch nicht perfekt?
- Citi
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