Investment Counselor Sr. Lead

9 hours ago

Beverly Hills, California, United States Citigroup Inc Full time

The Investment Counselor Sr. Lead is a strategic professional who closely follows the latest trends in their field and adapts them for application within their job and the business. This role requires excellent communication skills to negotiate internally, often at a senior level, and developed communication and diplomacy skills to guide, influence, and convince others. The successful candidate will be accountable for significant direct business results or authoritative advice regarding the operations of the business, necessitating a degree of responsibility over technical strategy. This role primarily affects a sub-function and is responsible for handling staff management issues, including resource management and allocation of work within the team/project.

The Private Bank at Citigroup Inc. offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. The Private Bank delivers solutions to help meet the individual, family, and business needs of over 10,000 ultra-high net worth clients around the world. The Private Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world's billionaires and their families.

Responsibilities:

  • Establish, grow, and manage investment relationships with ultra-high net worth clients.
  • Implement and oversee investment solutions and provide advice and guidance on markets and actionable investment ideas.
  • Cultivate trusting relationships with existing ultra-high net worth clients of Citigroup Inc. and bring in new clients/investment relationships.
  • Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product-specific opportunities, portfolio advice, and after-sales execution.
  • Leverage existing client relationships, local network, and investment experience to introduce new ultra-high net worth clients to Citigroup Inc.
  • Build and manage a successful practice centered on deepening relationships by providing potential and existing clients 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.
  • Engage and advise clients on brokerage activity and execute trades seamlessly.
  • Actively look for cross-sell opportunities in other areas of the bank, in particular lending, trust, and institutional markets solutions.
  • Partner with Bankers to prospect for new investment business.
  • Assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup Inc., its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

Qualifications:

  • 10+ years of experience.
  • Robust experience in providing investment advice and solutions.
  • FA, MBA degree or other advanced degree a plus.
  • Requires complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretive thinking will be required.
  • US Only: S7, S63 (or S66) and S3; NOTE: Securities Industry Exam (SIE) is a prerequisite to the S7.

Education:

  • Bachelor's/University degree, Master's degree preferred.

Job Family Group:

Private Client Product Services

Job Family:

Investment Counselor

Time Type:

Primary Location:

Beverly Hills, California, United States

Primary Location Full Time Salary Range:

$150,000.00 - $250,000.00

In addition to salary, Citigroup Inc.'s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citigroup Inc. offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citigroup Inc. also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citigroup Inc. employee benefits, please visit . Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date:

Citigroup Inc. is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries (Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review . View the EEO is the Law poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting.

Citigroup Inc. is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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