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Investment counselor

London
Citi
Counselor
Posted: 17 February
Offer description

They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners. Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. Work across currencies, asset classes, markets and jurisdictions. Engage and advise clients on brokerage activity and execute trades seamlessly. A passion for markets and investing 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. 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. Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Experience of the financial industry, preferably in a trading or advisory role. Investment, banking and either portfolio management or trading experience. Excellent relationship building skills, both with clients, and across hierarchical levels and other functions Ability to cope with ambiguity & change. Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility. Degree Educated or equivalent preferred, however exceptional candidates with relevant experience will be considered. CFA or equivalent registration preferred. Will be expected to complete relevant regulatory qualifications. Fluent English Then apply to discover the true extent of your capabilities. Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation Financial soundness Competence and capability For complementary skills, please see above and/or contact the recruiter.

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