Investment Counselor Principal

2 weeks ago

New York, New York, United States Citigroup Inc Full time
{"Job Title": "Investment Counselor Principal", "Job Summary": "We are seeking a highly skilled Investment Counselor Principal to join our team at Citigroup Inc. This is a strategic role that requires a deep understanding of investment trends and the ability to adapt them for application within our business. The successful candidate will be a recognized subject matter expert within one area and will have strong commercial awareness. They will be an acknowledged authority both within and outside their area of expertise and will have excellent communication skills to negotiate internally and externally. The Investment Counselor Principal will provide advanced judgment and conduct in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. They will be required to think beyond existing solutions, assumptions, or current knowledge of sophisticated areas and will have a significant impact on our business through making decisions that determine technical approaches and strategies for the area.

Responsibilities:

* 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.
* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, 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:

* 15+ years of experience
* Extensive 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. Required to think beyond existing solutions, assumptions, or current knowledge of sophisticated areas.
* US Only: S7, S66 (or 63 & 65) & S31; 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:

* New York, NY, USA

Primary Location Full Time Salary Range:

* $200,000.00 - $300,000.00

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.

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.

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 Accessibility at Citi ).

View the EEO is the Law ) poster. View the EEO is the Law Supplement ).

View the EEO Policy Statement ).

View the Pay Transparency Posting )

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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