9 publicaciones de empleo destacadas de strategy associate en madrid, md (¡Están contratando!)

Investment Counselor, UHNW - Iberian Market
Citi —Madrid, Madrid provincia
- De 130.000 € a 275.000 € al año
- Jornada completa
- Microsoft Powerpoint
- Microsoft Word
- Español
AI Adoption & Transformation Operations Associate
Getnet —Madrid, Madrid provincia
- Español
- Inglés
- Inteligencia artificial
Solicitud rápida
12h
Sales Representative
Steris —Madrid, Madrid provincia
- Jornada completa
- Grado
Senior Generative AI Tech Lead / Architect (m/f/d)
Siemens —Madrid, Madrid provincia
- Jornada completa
- Trabajo híbrido
- Azure
- Doctorado
- Informática
12d
Lead, Sales Engineering
Sovos Compliance —Madrid, Madrid provincia
- Ventas
- Liderazgo
Solicitud rápida
1d
Assistant Manager - Westfield Parquesur, Hollister
Hollister —Leganés, Madrid provincia
- 27.500 € al año
- Jornada completa
- Español
- Informática
- Ventas
- Vacaciones pagadas
Assistant Manager - Xanadu, Hollister
Hollister —Madrid, Madrid provincia
- 27.500 € al año
- Jornada completa
- Español
- Informática
- Ventas
- Vacaciones pagadas
Associate Energy Program Manager
Microsoft —Madrid, Madrid provincia
- De 47.200 € a 81.000 € al año
- Jornada completa
- Español
- Inglés
- Máster
5h
Sales Manager Napapijri (Iberia)
Napapijri —Madrid, Madrid provincia
- De 47.376 € a 59.220 € al año
- Jornada completa
- Español
- Ventas
- Inglés
Solicitud rápida
2h

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AI Adoption & Transformation Operations Associate
Getnet —Madrid, Madrid provincia
The AI Adoption & Transformation Operations Associate will support the operational backbone of Getnet's AI transformation, ensuring adoption of global AI…
Solicitud rápida
12h

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Investment Counselor, UHNW - Iberian Market

Citi -
Madrid, Madrid provincia

Solicitar ahora

Detalles del empleo

Jornada completa
De 130.000 € a 275.000 € al año

Cualificaciones

Microsoft Powerpoint
Microsoft Word
Español
Microsoft Excel
Inglés
Bloomberg
Servicios financieros
Relaciones Laborales

Descripción completa del empleo

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 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 Overview

We are currently seeking an Investment Counselor to join our team in Madrid focusing on the Iberian market. You will closely collaborate with our Private Bankers to provide investment services to Citi’s European ultra-high new worth clients and family offices.

The role will involve advising clients on asset allocation and how to implement it via multiple solutions (capital markets and/or managed solutions) using broad range of traditional (liquid) and alternative (illiquid) asset classes. 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 (banker and associate banker), as well as our investment specialists, risk and compliance partners. The objective is to deliver agreed sales goals within the overall framework of the Citi Private Bank 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 and single family offices. 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 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 multiple investment solutions and asset classes in a multi-jurisdictional environment (MiFID / AIFMD).
Engage and advise clients on brokerage activity and execute trades seamlessly.
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Development Value:

Exposure to all areas of Citi Private Bank and Global Wealth Management business across Europe, and globally, with the opportunity to develop within these areas. Investment Counsellors demonstrating the necessary aptitude and commitment can expect to become senior producers or advance into team leader roles, or laterally to banking positions.

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.
High level of competence in Bloomberg, FactSet, 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.

Knowledge/Experience:

Experience in the financial services sector, preferably in a trading, asset management or financial advisory role.
Excellent relationship building skills, both with clients, and across hierarchical levels and other functions
Ability to cope with ambiguity and change.
Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility.

Qualifications:

Postgraduate 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 in English and Spanish

This Role is a “Controlled Function” Role as defined by the Central Bank of Ireland Reform Act 2010 and Principal Regulations 2011, and amending Regulations 2014, 2015.

Job Family Group:

Private Client Product Services

Job Family:

Investment Counselor

Time Type:

Full time

Primary Location Full Time Salary Range:

€130,000.00 - €275,000.00

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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Lead, Sales Engineering

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Assistant Manager - Xanadu, Hollister

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