Citi
Citi Private Bank - UHNW Investment Counselor - Dir
Citi, Short Hills, New Jersey, us, 07078
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 subject matter expert within one area, strong commercial awareness is a necessity. They are acknowledged authorities both within and outside their area of expertise. Excellent communication skills are required in order to negotiate internally, often at a senior level, with some external communication typically required. This role provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. The candidate is required to think beyond existing solutions, assumptions, or current knowledge of sophisticated areas. There is a significant impact on a function and/or the business through making 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:
Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing, and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and oversight of investment solutions and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team-oriented, able to leverage a wide array of internal partners.
Leverage existing client relationships, local network, and investment experience 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.
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:
Short Hills, New Jersey, United States
Primary Location Full Time Salary Range:
$200,000.00 - $300,000.00
In addition to salary, Citi’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 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 .
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Responsibilities:
Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing, and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and oversight of investment solutions and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team-oriented, able to leverage a wide array of internal partners.
Leverage existing client relationships, local network, and investment experience 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.
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:
Short Hills, New Jersey, United States
Primary Location Full Time Salary Range:
$200,000.00 - $300,000.00
In addition to salary, Citi’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 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