Investment Counselor

3 days ago

Miami FL USA, United States Citigroup Inc Full time
Investment Counselor Job Description

Citi Private Bank is seeking a highly skilled Investment Counselor to join our team in Miami, Florida. As an Investment Counselor, you will be responsible for providing expert investment advice and solutions to ultra-high net worth clients.

Key Responsibilities:

  • Leverage your extensive experience in providing investment advice and solutions to introduce new ultra-high net worth clients to 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 provide comprehensive investment solutions.
  • 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.

Requirements:

  • 15+ years of experience in providing investment advice and solutions.
  • Extensive experience in investment banking, private wealth management, or a related field.
  • 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.

Education:

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

Job Family Group: Private Client Product Services

Job Family: Investment Counselor

Time Type: Full time

Primary Location: Miami, Florida, United States

Primary Location Full Time Salary Range: $200,000.00 - $300,000.00

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

Citi 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.

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