Investment Counselor
Citi
full-time
Posted on:
Location Type: Office
Location: San Francisco • California • 🇺🇸 United States
Visit company websiteSalary
💰 $200,000 - $500,000 per year
Job Level
SeniorLead
About the role
- 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
- Experienced in the implementation and oversight of investment solutions
- Providing advice and guidance on markets and actionable investment ideas
- Cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank
- Entrepreneurial and capable of bringing in new clients/investment relationships
- 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
- 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
Requirements
- 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) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment solutionsinvestment advicerisk assessmentbrokerage activitytrade executionalternative investmentswealth planningprivate banking servicesin-depth analysiscross-marketing
Soft skills
relationship managemententrepreneurial mindsetcollaborationteam orientationtrust buildingjudgmentproblem solvinginnovative thinkingclient engagementnetworking
Certifications
CFAMBAS7S66S3S63S65Securities Industry Exam (SIE)