Wealth Planning Associate - AVP

Role Overview

Wealth Planning Associate - AVP at Citi, reporting to the Head of Specialist Advisory, Citi UAE. This role delivers high-quality investment advice and expertise to Citigold Private Client clients while supporting Senior Relationship Managers and Citigold Private Client Relationship Managers.

Role Purpose

Increase client satisfaction, share of wallet, assets under management (AUM), and revenue generation by promoting a holistic portfolio approach, leading client market update events, and ensuring effective delivery of Citi's investment strategy through portfolio construction guidance, market insights, product education, and investment propositions.

Key Responsibilities

Strategic Execution & Delivery

• Lead and execute end-to-end deliverables ensuring alignment with organizational objectives.
• Partner closely with key stakeholders across business, engineering, risk, and operations to translate requirements into clear, measurable outcomes.
• Identify operational efficiencies and drive continuous improvement initiatives to enhance quality and throughput.

Technical & Functional Leadership

• Maintain rigorous standards for documentation, compliance, and governance across all project artifacts.
• Monitor key performance indicators (KPIs) and operational metrics, proactively resolving risks, bottlenecks, or impediments.

Collaboration & Stakeholder Engagement

• Serve as a primary point of contact and trusted advisor.
• Facilitate cross-functional alignment through transparent communication, reporting, and executive updates.
• Mentor and support junior team members, fostering a culture of innovation, accountability, and continuous learning.

Investment & Client Management

• Lead client market update events.
• Conduct annual portfolio reviews for assigned clients.
• Provide portfolio construction guidance and market insights to support relationship managers.

Qualifications & Experience

• Bachelor's degree in finance, economics, or another quantitative discipline, or advanced degree (Master's, MBA).
• Industry-recognized certifications such as PMP, AWS Certified, or CFA.
• 8+ years of relevant experience.
• Proven track record of managing complex projects from inception through successful completion.
• Prior experience operating within large-scale, enterprise, or regulated environments.

Skills & Competencies

• Strong understanding of financial markets, economies, and investment products.
• Strong analytical, quantitative, and problem-solving skills with high attention to detail.
• Strategic thinking and ability to operate effectively in a fast-paced environment.
• Excellent written and verbal communication skills with the ability to articulate complex concepts clearly to both technical and non-technical audiences.
• Fluency in English; preferably knowledge of Arabic.

Additional Information

• Full-time position.
• Job Family Group: Private Client Product Services.
• Job Family: Trust Wealth Planning.
• Competitive compensation and benefits including comprehensive health, retirement, and wellness programs.
• Professional development through structured career growth pathways, mentorship programs, and ongoing learning opportunities.
• Collaborative, inclusive, dynamic environment where innovation, diverse perspectives, and accountability are recognized and rewarded.