29 days old

Senior Investment Counsellor Africa

Geneva, IL 60134
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 Emerging Market region, which comprises of Israel, Africa, Russia and Central Easter Europe (CEE). The selected candidate will be based in Geneva and will be covering primarily African clients booked out of Switzerland.

To service clients by the provision of investment advice, in partnership with Private Bankers; thereby, delivering on agreed sales goals within the overall framework of the private banks business strategy and operating model.

**Key Responsibilities:**

+ Looking after clients with a minimum net worth of $25 million

+ Direct coverage of 30-50 Clients

+ Directly serviced investment AUMs > $500 million

+ Working 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 ensures that clients risk profiles (IOS) are in line with current clients positions

+ Fully recognises, regardless of size or complexity, the changes in client's environment which may present opportunities or potential threats


+ Significant experience in the financial industry

+ Extensive investment and banking product knowledge

+ Solid knowledge in asset allocation process, trading (equity, FX, fixed income and derivatives) and managed investments.

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

+ CFA or equivalent registration preferred

+ Fluent in English and French.

+ Ability to communicate effectively

+ Ability and willingness to travel to Africa (SA, Kenya, Cameroon, Cote dIvoire etc)

+ 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

Citigroup is an Equal Opportunities Employer


**Job Family Group:**

Private Client Product Services


**Job Family:**

Investment Counselor


**Time Type:**

Full time


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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .

View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Posted: 2021-11-08 Expires: 2021-12-09

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Senior Investment Counsellor Africa

Geneva, IL 60134

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