Investment Counselor Principal

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 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 within one area, strong commercial awareness is a necessity. This role is an acknowledged authority both within and outside the area of expertise. 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. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions, or current knowledge of sophisticated areas. 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

• Establish, grow, and manage investment relationships with ultra-high net worth clients.
• Implement and oversee investment solutions, and provide advice and guidance on markets and actionable investment ideas.
• Cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank.
• Bring in new clients/investment relationships.
• 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.
• 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

• 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.

Education

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

We Offer

• Competitive salary range: $200,000.00 - $300,000.00.
• Comprehensive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
• Professional development opportunities.

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.

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