Citi
Citi Private Bank - UHNW Investment Counselor - Dir
Citi, Greenwich, Connecticut, us, 06831
The Investment Counselor Principal is a strategic professional who closely follows the latest trends in their field and adapts them for application within their job and the business. Recognized as a subject matter expert, strong commercial awareness is necessary. This role requires excellent communication skills to negotiate internally, often at a senior level, and some external communication is typically required. The position involves providing advanced judgment and conducting in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Significant impact on a function and/or the business is achieved through decisions that determine technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build relationships with and service the investment needs of ultra-high net worth clients in the US.
Responsibilities:
Establish, grow, and manage investment relationships with ultra-high net worth clients.
Implement and oversee investment solutions, providing advice and guidance on markets and actionable investment ideas.
Cultivate trusting relationships with existing ultra-high net worth clients and bring in new clients/investment relationships.
Build and manage a successful practice centered on deepening relationships by providing appropriate investment advice and solutions.
Combine knowledge of traditional and alternative investments with wealth planning and private banking services.
Work across currencies, asset classes, markets, and jurisdictions.
Engage and advise clients on brokerage activity and execute trades seamlessly.
Assess risk when business decisions are made, ensuring compliance with applicable laws and regulations, and managing control issues transparently.
Qualifications:
15+ years of experience.
Extensive experience in providing investment advice and solutions.
CFA, MBA degree, or other advanced degree is a plus.
Requires advanced judgment and in-depth analysis to solve problems and develop innovative solutions.
US Only: S7, S66 (or 63 & 65) & S31; 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:
Greenwich, Connecticut, United States
Primary Location Full Time Salary Range:
$200,000.00 - $300,000.00
In addition to salary, Citi’s offerings may also include 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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date:
Sep 04, 2024
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 .
#J-18808-Ljbffr
Responsibilities:
Establish, grow, and manage investment relationships with ultra-high net worth clients.
Implement and oversee investment solutions, providing advice and guidance on markets and actionable investment ideas.
Cultivate trusting relationships with existing ultra-high net worth clients and bring in new clients/investment relationships.
Build and manage a successful practice centered on deepening relationships by providing appropriate investment advice and solutions.
Combine knowledge of traditional and alternative investments with wealth planning and private banking services.
Work across currencies, asset classes, markets, and jurisdictions.
Engage and advise clients on brokerage activity and execute trades seamlessly.
Assess risk when business decisions are made, ensuring compliance with applicable laws and regulations, and managing control issues transparently.
Qualifications:
15+ years of experience.
Extensive experience in providing investment advice and solutions.
CFA, MBA degree, or other advanced degree is a plus.
Requires advanced judgment and in-depth analysis to solve problems and develop innovative solutions.
US Only: S7, S66 (or 63 & 65) & S31; 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:
Greenwich, Connecticut, United States
Primary Location Full Time Salary Range:
$200,000.00 - $300,000.00
In addition to salary, Citi’s offerings may also include 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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date:
Sep 04, 2024
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 .
#J-18808-Ljbffr