Wealth Management Advisor Job Vacancy in Sousse, Tunisia – Banking & Financial Services

Job Description

Position: Wealth Management Advisor

Company: Citibank Tunisia

Location: Sousse, Tunisia

Experience: 5+ years in wealth management or private banking

Education: Bachelor’s degree in Finance, Economics, or related field

Employment Type: Full-time

Industry: Banking & Financial Services

Department: Wealth Management

Salary: 3000 – 5000 SSP per month

Vacancies:1

Company Overview

Citibank Tunisia is a leading global financial institution with a strong presence in North Africa. As part of the Citigroup family, the bank offers a comprehensive suite of banking services, including retail, corporate, and wealth management solutions. Operating from its modern headquarters in Tunis and regional offices across the country, Citibank is committed to delivering innovative financial products and exceptional client service. The organization values diversity, integrity, and professional growth, making it an attractive employer for ambitious professionals seeking career advancement in the banking sector. With a focus on digital transformation and sustainable finance, Citibank Tunisia continues to expand its footprint, creating numerous Tunisia Jobs and contributing to the country’s economic development.

Job Overview

The Wealth Management Advisor will join the dedicated team in Sousse, providing personalized financial advice to high‑net‑worth individuals and families. This role involves developing tailored investment strategies, managing client portfolios, and ensuring compliance with regulatory standards. The successful candidate will act as a trusted advisor, building long‑term relationships and driving business growth. For more information about our digital recruitment platform, visit https://tunisiajobsearch.com. This position offers a unique opportunity to work in a dynamic environment, leveraging Citibank’s global resources while contributing to local market success.

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Key Responsibilities

• Develop and implement customized wealth management plans aligned with client objectives and risk tolerance.
• Conduct comprehensive financial analyses, including asset allocation, tax considerations, and estate planning.
• Maintain and grow a portfolio of high‑net‑worth clients through proactive relationship management.
• Stay updated on market trends, investment products, and regulatory changes to provide informed advice.
• Collaborate with internal product specialists, legal, and compliance teams to deliver seamless service.
• Prepare detailed performance reports and present investment recommendations to clients.
• Achieve quarterly and annual revenue targets while adhering to Citibank’s risk management policies.

Required Skills

• Strong analytical and quantitative abilities with a deep understanding of financial markets.
• Excellent communication and interpersonal skills to build trust with clients.
• Proficiency in portfolio management software and Microsoft Office Suite.
• Ability to interpret complex regulatory frameworks and ensure compliance.
• Negotiation and sales acumen to identify cross‑selling opportunities.
• Fluency in Arabic, French, and English is highly desirable.

Education

A minimum of a Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline is required. Professional certifications such as CFA, CFP, or equivalent are strongly preferred and will be considered an asset during the selection process.

Experience

Candidates must possess at least five years of proven experience in wealth management, private banking, or financial advisory roles. Demonstrated success in managing high‑net‑worth client relationships and achieving sales targets is essential.

Salary

The compensation package ranges from 3000 to 5000 SSP per month, commensurate with experience and qualifications. Performance‑based bonuses and incentives are also part of the total rewards structure.

Benefits

• Competitive base salary and performance bonuses.
• Comprehensive health and dental insurance.
• Retirement savings plan with employer contributions.
• Paid annual leave and public holidays.
• Professional development allowance and support for certifications.
• Access to Citibank’s global employee assistance programs.

Training

• Onboarding program covering Citibank’s culture, systems, and compliance standards.
• Continuous learning modules on investment products, market analysis, and client relationship management.
• Mentorship opportunities with senior wealth advisors.
• Access to internal e‑learning platforms and external industry conferences.

Working Environment

The role is based in a modern, centrally located office in Sousse, offering a collaborative and professional atmosphere. Employees benefit from state‑of‑the‑art technology, flexible working arrangements, and a culture that encourages innovation and teamwork.

Application Process

Interested candidates should submit their updated CV and a cover letter outlining their relevant experience through the online portal on our website. Applications will be reviewed on a rolling basis, and shortlisted candidates will be contacted for interviews. Citibank Tunisia is an equal‑opportunity employer committed to diversity and inclusion.

Equal Opportunity Statement

Citibank Tunisia welcomes applications from all qualified individuals regardless of gender, age, disability, religion, or national origin. We strive to create an inclusive workplace where every employee can thrive and contribute to our shared success.