Citi Private Bank - UHNW Investment Counselor - Director / MD

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.
• Provide implementation and oversight of investment solutions, advice, and guidance on markets and actionable investment ideas.
• Cultivate trusting relationships with existing ultra-high net worth clients and bring in new clients through entrepreneurial efforts.
• 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 client relationships by providing 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, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets by adhering to applicable laws, rules, and regulations, and applying sound ethical judgment.

Requirements

• 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 problems and develop new, innovative solutions.
• Ability to think beyond existing solutions, assumptions, or current knowledge of sophisticated areas.
• US Only: S7, S66 (or 63 & 65) & S31; Securities Industry Exam (SIE is a prerequisite to the S7).

Qualifications

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

Pay

Full Time Salary Range: $200,000.00 - $500,000.00. In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Schedule

Full time.

Primary Location: Chicago, Illinois, United States.