Investment Counselor Team Lead
Citi
full-time
Posted on:
Location Type: Office
Location: Atlanta • Florida • United States
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Salary
💰 $170,000 - $300,000 per year
Job Level
About the role
- lead produce growth in investment revenue and AUMs with Ultra High Net Worth clients
- Experienced in constructing and overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas
- Responsible for executing functional strategy in area managed
- Communicate complex technical details in a manner that is easily understood
- Oversee and coordinate the portfolio construction and implementation of investment mandates across all appropriate internal resources
Requirements
- 15+ years of experience
- Extensive experience in providing investment advice and solutions as well as managerial experience
- CFA, MBA degree or other advance degree a plus
- Prior managed investment experience with a strong ability to explain and implement asset allocation and individual asset classes
- Ability to articulate and advocate the house view of Citi and CPB as well as the investments Citi recommends
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 & Tools
investment revenue growthAUM managementportfolio constructioninvestment mandatesasset allocationinvestment adviceinvestment solutionsmanagerial experiencemarket analysisactionable investment ideas
Soft Skills
communicationleadershipcoordinationarticulationadvocacy
Certifications
CFAMBA