Shape the investment conversation that reaches Citi's most sophisticated wealth clients across EMEA as a Senior Portfolio Advisor, bridging the CIO's market views with the advisors and clients who act on them every day.
This role sits within Citi's Wealth CIO team, a global group of multi-asset strategists who translate market research into actionable investment ideas for advisors and clients around the world. The Senior Portfolio Advisor will serve as a trusted voice for the CIO's strategy, partnering closely with field leadership, research, and product teams to turn investment views into real client outcomes.
Responsibilities
- Deliver clear, centralized messaging on the CIO Team's strategy, market views, and performance to field teams and clients across EMEA.
- Partner with field leadership to identify business development opportunities and shape strategic plans for business targets.
- Act as a strategic partner to the broader CIO Team, including research, portfolio management, product, and innovation functions, on messaging and product development priorities.
- Contribute to the investment process alongside the CIO Strategy team, helping form views and underwrite recommendations for full portfolios as well as thematic and tactical opportunities.
- Work with investment solutions teams to align priority recommendations with current market views and new product development.
- Identify and launch cross-business opportunities in collaboration with coverage teams and investment solutions partners.
- Maintain full compliance with Citi policies and applicable regulatory requirements.
Required Qualifications & Skills
- Extensive experience developing and implementing investment strategies, ideally across EMEA markets.
- Proven ability to balance strategic thinking with disciplined, process-oriented execution.
- Strong attention to detail and quality across both internal collaboration and external partnerships.
- Deep knowledge of global markets and multi-asset class portfolio construction.
- Thorough understanding of the wealth management industry and competitor products and services.
- Excellent written and verbal communication skills in English, paired with strong interpersonal and relationship management abilities.
- Experience communicating investment ideas across varied audiences and formats, including public speaking and written content.
- Bachelor's degree.
Beneficial Skills & Qualifications
- Master's degree in finance, economics, or a related field.
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 Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
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
In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.
This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening check
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Job Family Group: Private Client Product Services------------------------------------------------------
Job Family:Investment Strategy------------------------------------------------------
Time Type:Full time------------------------------------------------------
Most Relevant Skills Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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