Senior Portfolio Advisor, EMEA
Core
Shape the investment conversation for Citi's sophisticated wealth clients across EMEA by bridging the CIO's market views with advisors and clients.
Role type
Senior IC investment strategy advisor
Builds
Actionable investment ideas and strategic plans for multi-asset portfolios
Domain
Wealth management / Multi-asset investment strategy
Required skills
Investment strategy development, Multi-asset portfolio construction, Wealth management industry knowledge, Strategic planning, Cross-functional collaboration, Public speaking, Written communication
Preferred skills
Master's degree in finance or economics, FCA/PRA Certification Regime compliance knowledge
Technologies
N/A
Responsibilities
Deliver centralized messaging on CIO strategy and market views to field teams and clients, Partner with field leadership to identify business development opportunities and shape strategic plans, Act as a strategic partner to research, portfolio management, and product teams on messaging and priorities, Contribute to the investment process by forming views and underwriting recommendations for portfolios and thematic opportunities, Align priority recommendations with market views and new product development, Identify and launch cross-business opportunities with coverage teams
Seniority
Senior, hands-on IC