Investment Counsellor

**Responsibilities**:

- Assisting the IC team and the GMM (on a key relationship) with investment proposals, performance reporting and general portfolio administration
- Liaise with investment finance on capital markets trades for the team
- Learn risk, legal & compliance rules and process and ensure adherence to those
- Work towards taking responsibility and ownership for client relationships
- Help with marketing initiatives
- Learn how to provide advice on markets, products, and asset allocation.
- Promote new products and managers and comprehensively monitor existing ones
- Co-ordinating product launches within the team
- Gain solid knowledge in portfolio construction and asset allocation process, trading and managed investments
- Attending Investment Manager review meetings and disseminating appropriate information to other team members
- Effectively ensures that client’s risk profiles (IOS) are in line with current clients positions
- Displays broad base of execution skills, having successfully completed a range of transactions
- Demonstrates strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills
- Over time building up a client book, starting out with clients with a net worth less than $50 million

**Qualifications**:

- Postgraduate Degree Educated or equivalent preferred.
- CFA or equivalent registration preferred
- Will be expected to complete relevant regulatory qualifications
- Fluent English
- Arabic languages a plus
**Skills**:

- Ability to communicate effectively with co-workers and clients.
- Successful team player with ability to work individually under stress in possibly volatile market conditions
- Possess high level of professionalism and strong personal integrity
- Broad and deep knowledge of various investment asset classes
- High level of competence in Bloomberg, Microsoft Word, Excel and PowerPoint
- Strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills.
- Possesses a broad base of execution skills
**Knowledge/Experience**:

- Experience of working in the Wealth Management / Asset Management industry
- Experience working as an Investment Counsellor
- Strong Investment and banking product knowledge.
- Excellent relationship building skills (with clients, and across hierarchical levels and other functions).
- Ability to cope with ambiguity & change - high adaptability.
- Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility
- Experience working with GCC clients and Islamic investments a plus
- Experience working with INR clients a plus
- **Job Family Group**:
Private Client Product Services
- **Job Family**:
Investment Counselor
- **Time Type**:
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.

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