About the Position

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

The Investment Counselor Sr. Lead is a strategic professional who closely follows the latest trends in their field and adapts them for application within their job and the business. Typically, a small number of people within the business provide the same level of expertise. Excellent communication skills are required to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required to guide, influence, and convince others, particularly colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.

The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust, and specialized services. The Private Bank delivers solutions to help meet the individual, family, and business needs of over 10,000 ultra-high net worth clients around the world. The Private Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world’s billionaires and their families.

Responsibilities

Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product-specific opportunities, portfolio advice, and after-sales execution (in partnership with the Banker team).
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.
Actively look for cross-sell opportunities in other areas of the bank, particularly lending, trust, and institutional markets solutions, etc.
Partner with Bankers to prospect for new investment business.
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.

Requirements

10+ years of experience
Robust experience in providing investment advice and solutions.
FA, MBA degree, or other advanced degree a plus.
Requires complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretive thinking will be required.
US Only: S7, S63 (or S66) and S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7).

Education

Bachelor's/University degree, Master's degree preferred.

We Offer

Competitive salary range: $174,320.00 - $261,480.00
Comprehensive benefits package including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off packages.

About the Company

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Job Details

Job Family Group: Private Client Product Services
Job Family: Investment Counselor
Time Type: Full time
Primary Location: Miami, Florida, United States
Work Location Type: Hybrid

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HNW Investment Counselor Lead

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