Citi Private Bank - UHNW Investment Counselor - Director / MD

About the Role

Citi Private Bank seeks a strategic Investment Counselor Principal to enhance its ability to build relationships with and service the investment needs of ultra-high net worth clients in the US. This role is for a recognized subject matter expert with strong commercial awareness, acknowledged both internally and externally. The position requires excellent communication skills to negotiate at senior levels and provide advanced judgment in solving complex problems. The role has a significant impact on the function and business by determining technical approaches and strategies.

Responsibilities

• Establish, grow, and manage investment relationships with ultra-high net worth clients.
• Provide advice and guidance on markets and actionable investment ideas, implementing and overseeing investment solutions.
• Cultivate trusting relationships with existing clients and bring in new clients through entrepreneurial efforts.
• Leverage existing client relationships, local networks, and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
• Build and manage a successful practice centered on deepening client relationships through tailored 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 in business decisions, ensuring compliance with applicable laws, rules, and regulations, and adhering to Citigroup’s policies and ethical standards.

Qualifications

• 15+ years of experience in providing investment advice and solutions.
• CFA, MBA, or other advanced degree is a plus.
• Requires advanced judgment and conducts in-depth analysis to solve complex problems and develop innovative solutions.
• Must think beyond existing solutions and current knowledge of sophisticated areas.
• US Only: Series 7, Series 66 (or Series 63 & 65), and Series 31 licenses; Series Industry Exam (SIE) is a prerequisite to the Series 7.

Education: Bachelor’s degree required; Master’s degree preferred.

Benefits

• Competitive medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and holidays.
• Discretionary and formulaic incentive and retention awards for eligible employees.

Available offerings may vary by jurisdiction, job level, and date of hire.

Pay

Full-time salary range: $200,000.00 - $500,000.00.

Schedule

Full time.

Location

Houston, Texas, United States.