Investment Counselor – Israel – Citi
Efinancialcareers

London
•1 hour ago
•No application
About
Discover your future at CitiWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. Job OverviewWe are currently seeking an Investment Counselor to join our team in London to cover the Israel Market. You will closely collaborate with our Private Bankers to provide investment services to Citi's ultra-high new worth clients and family offices. The role will involve advising clients on portfolios, asset allocation, capital markets solutions, money markets, and alternatives (inl. Private Equity and Hedge Funds). Citi Private Bank has an extensive, global investment product platform, and the Investment Counselor acts as the primary conduit to it. This role is one done in very close partnership with the coverage team, of which it is a key part, as well as our trading, product, risk & compliance partners. The objective is to deliver agreed sales goals within the overall framework of the CPB business strategy and operating model. Key Responsibilities: Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. These are defined as AUM of $25MM or more with Citi Private Bank.They 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 of Citi Private Bank, and should be entrepreneurial and supportive of bringing in new clients/investment relationships.Candidates for the position should be col



