Investment Counselor Principal

About the Position

Investment Counselor Principal at Citi Private Bank

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Responsibilities

• Establish, grow, and manage investment relationships with ultra-high net worth clients.
• Implement and oversee investment solutions, providing advice and guidance on markets and actionable investment ideas.
• 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 appropriately when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.

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Requirements

• 15+ years of experience in providing investment advice and solutions.
• CFA, MBA degree, or other advanced degree is a plus.
• Advanced judgment and the ability to conduct in-depth analysis to solve problems and develop new, innovative solutions.
• US Only: S7, S66 (or 63 & 65) & S3; Securities Industry Exam (SIE is a prerequisite to the S7).
• Bachelor's/University degree, Master's degree preferred.

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We Offer

• Competitive Salary: $200,000.00 - $300,000.00 per year.
• 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.

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About the Company

Citi Private Bank is dedicated to building relationships with, and servicing the investment needs of ultra-high net worth clients in the US. Working at Citi 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.

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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.