Investment Counselor Principal

2 days ago


Short Hills, New Jersey, United States Citigroup Inc Full time
Investment Counselor Principal Job Description

The Investment Counselor Principal is a seasoned professional who excels in providing strategic investment advice to ultra-high net worth clients. This role requires a deep understanding of complex financial markets and the ability to develop innovative investment solutions.

Key Responsibilities:
  • Leverage expertise to cultivate trusting relationships with existing clients and 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 tailored 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 and demonstrate 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 analysis and portfolio management.
  • CFA, MBA degree, or other advanced degree a plus.
  • 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:

Short Hills New Jersey United States

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. Citi offers competitive employee benefits, including medical, dental & 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. For additional information regarding Citi employee benefits, please visit Available offerings may vary by jurisdiction, job level, and date of hire.

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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