Senior Investment Counselor
2 weeks ago
The Investment Counselor serves as a pivotal professional within Citi Private Bank, closely monitoring the latest developments in the investment landscape and adapting them for practical application in their role and the organization. As a recognized authority in their field, they possess a strong commercial acumen and are esteemed both internally and externally. Exceptional communication skills are essential for negotiating at senior levels, with some external engagement required.
Key Responsibilities:
- Investment Counselors at Citi Private Bank are distinguished professionals adept at establishing, nurturing, and managing investment relationships with ultra-high net worth clients. They are experienced in the implementation and oversight of tailored investment solutions, providing insightful advice on market trends and actionable investment strategies.
- Utilize existing client relationships and local networks to introduce new ultra-high net worth clients to Citi Private Bank.
- Develop and maintain a successful practice focused on enhancing client relationships through appropriate investment advice and solutions.
- Integrate comprehensive knowledge of traditional and alternative investments with wealth management and private banking services to optimize client service and cross-marketing opportunities.
- Engage in multi-currency, multi-asset class, and cross-jurisdictional transactions.
- Advise clients on brokerage activities and execute trades with precision.
- Assess risks associated with business decisions, ensuring adherence to compliance standards and maintaining the integrity of Citigroup and its clients.
- Minimum of 15 years of relevant experience.
- Extensive background in providing investment advice and solutions.
- Possession of a CFA, MBA, or other advanced degrees is advantageous.
- Demonstrated advanced judgment and ability to conduct thorough analyses to address complex problems and develop innovative solutions.
- For US candidates: S7, S66 (or 63 & 65) & S3 certifications are required; note that the Securities Industry Exam (SIE) is a prerequisite for the S7.
- A Bachelor's degree is required; a Master's degree is preferred.
Private Client Product Services
Job Family:
Investment Counselor
Time Type:
Full time
Compensation:
Competitive salary with potential for discretionary and formulaic incentive awards. Comprehensive employee benefits include medical, dental, and vision coverage, retirement plans, life and disability insurance, and wellness programs. Paid time off packages are also available.
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