Citigroup - Dubai - Position Objectives: Main objective is to support and coach Senior Relationship Managers (Snr RMs) and CPC RMs with regards to portfolio construction and portfolio reviews in order to provide superior investment advice to CPC or important Citigold clients, thereby increasing client satisfaction and share of wallet of existing clients and successfully acquire new clients. Mission of a Senior Portfolio Counselor (“Senior PC”) is to provide holistic advice through the portfolio review process and instil the Portfolio Approach in the branches and with the RMs they are working along. Senior PC ensures delivery of Citi’s view in terms of investment strategy to RMs and clients. Principal Responsibilities: - Work closely with and Snr RMs/CPC in order to ensure clients’ portfolios are in line with the investment strategy of the bank. The senior PC will leverage Citi research to promote investment themes and conduct portfolios reviews. - Attend important client meetings and assist Snr...
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