Investment Counselor Principal

3 days ago


New York, New York, United States Citigroup Full time
Job Title: Investment Counselor Principal

Citi Global Wealth at Work is a leading provider of wealth management services to lawyers, accountants, asset managers, and management professionals. As an Investment Counselor Principal, you will be a strategic professional who closely follows the latest trends in your field and adapts them for application within your job and the business.

Key Responsibilities:
  • Leverage your expertise to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank.
  • 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 to engage and advise clients on brokerage activity and execute trades seamlessly.
  • Assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
Qualifications:
  • 15+ years of experience in providing investment advice and solutions.
  • CFA, MBA degree, or other advanced degree a plus.
  • Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions.
What We Offer:

Citi offers competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. We also offer paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.



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