Managing Director, Investment Counselor, Orange County

About the Position

We are seeking a Managing Director, Investment Counselor for our Orange County office. Join our team of experts to manage investment relationships.

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.
• 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.

Requirements

• 15+ years of experience in providing investment advice and solutions.
• CFA, MBA degree, or other advanced degree is a plus.
• Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions.
• US Only: S7, S66 (or 63 & 65) & S31; Securities Industry Exam (SIE is a prerequisite to the S7).

We Offer

• Competitive salary range: $250,000.00 - $500,000.00
• 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

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.

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.

For additional information regarding Citi employee benefits, please visit citibenefits.com.

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