Citi
Investment Counselor(m/w/x)
Full-timeWith HomeofficeSenior
Genf
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CICitibank (Switzerland) AG
Investment Counselor, Director - Middle East Market(m/w/x)
Genf
Full-timeWith Home OfficeSenior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- 5 years
Education
- Master's degree
Languages
- English – Fluent
- Arabic – is a plus
Tools & Technologies
- Bloomberg
- Microsoft Word
- Excel
- PowerPoint
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Citibank (Switzerland) AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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CICitibank (Switzerland) AG
Investment Counselor, Director - Middle East Market(m/w/x)
Genf
Full-timeWith Home OfficeSenior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- 5 years
Education
- Master's degree
Languages
- English – Fluent
- Arabic – is a plus
Tools & Technologies
- Bloomberg
- Microsoft Word
- Excel
- PowerPoint
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Citibank (Switzerland) AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
Citibank (Switzerland) AG
Industry
FinancialServices
Description
Citi Global Wealth provides tailored lending, investment management, and holistic family wealth management services.
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