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166,000+ live jobsSenior Portfolio Advisor, EMEA
On-site in London·Full-time·Added today (last checked 2 Nov)
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