Strategic Investment Professional

4 weeks ago


Chicago, Illinois, United States Citigroup Inc Full time
About the Role

Citigroup Inc. is seeking a highly skilled and experienced Strategic Investment Professional to join our team as a Senior Investment Counselor in our Private Client Product Services division.

This is a challenging and rewarding role that requires a deep understanding of investment markets and a strong ability to provide expert advice to our ultra-high net worth clients.

Key Responsibilities
  • Leverage your extensive experience in investment advice and solutions to build and manage a successful practice centered on deepening relationships with existing clients and introducing new clients to our services.
  • Combine your in-depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
  • Work across currencies, asset classes, markets, and jurisdictions to provide expert advice and guidance to our clients.
  • Engage and advise clients on brokerage activity and execute trades seamlessly, while ensuring compliance with applicable laws, rules, and regulations.
Requirements
  • 15+ years of experience in investment advice and solutions.
  • Extensive experience in providing investment advice and solutions.
  • CFA, MBA degree, or other advanced degree a plus.
  • US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE) is a prerequisite to the S7.
What We Offer

Citigroup Inc. offers a competitive salary range of $200,000.00 to $300,000.00, as well as discretionary and formulaic incentive and retention awards. We also offer a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.



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