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Strategic Investment Counselor
2 months ago
We are seeking a highly experienced and skilled Strategic Investment Counselor to join our team at Citigroup Inc. As a key member of our Private Client Product Services group, you will be responsible for providing exceptional investment advice and solutions to our ultra-high net worth clients.
Key Responsibilities- Establish and grow investment relationships with ultra-high net worth clients, providing tailored investment solutions and advice on markets and actionable investment ideas.
- Leverage your extensive network and investment experience to introduce new ultra-high net worth clients to our firm.
- Build and manage a successful practice centered on deepening relationships with clients, providing them with appropriate investment advice and solutions.
- Combine 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 comprehensive investment solutions.
- Engage and advise clients on brokerage activity and execute trades seamlessly.
- Assess risk when making business decisions, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
- 15+ years of experience in providing investment advice and solutions.
- Extensive experience in investment counseling and wealth management.
- CFA, MBA degree, or other advanced degree a plus.
- Advanced judgment and in-depth analysis skills to solve complex problems and develop innovative solutions.
- US Securities Industry Exam (SIE) and other relevant licenses.
- Bachelor's/University degree, Master's degree preferred.
We offer a competitive salary range of $200,000 to $300,000, as well as discretionary and formulaic incentive and retention awards. Our benefits package includes medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs. We also offer paid time off packages, including planned and unplanned time off, and paid holidays.
About UsCitigroup Inc. is an equal opportunity and affirmative action employer. We are committed to diversity and inclusion in the workplace and welcome applications from qualified candidates. If you are a person with a disability and need a reasonable accommodation to apply for this role, please contact us.
