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Senior Portfolio Advisor, EMEA

On-site in London·Full-time·Added today (last checked 2 Nov)

Citi

162 open roles

Our summary

Work mode
On-site, London
Contract
Full-time
Experience
Senior level

Skills

The role

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.

What you'll do

  • 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.

About Citi

Industry
Banking
Founded
1812
Employees
200,000–250,000
Headquarters
New York City, USA
All open roles at Citi
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