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, excellent communication skills, and the ability to provide advanced judgment and in-depth analysis to solve problems and develop innovative solutions. The position requires thinking beyond existing solutions and current knowledge, with significant impact on the function and business.

Responsibilities

• Establish, grow, and manage investment relationships with ultra-high net worth clients, 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 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 to meet client needs.
• 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 ethical standards to safeguard Citigroup, its clients, and assets.
• Escalate, manage, and report control issues with transparency.

Qualifications

• 15+ years of experience in providing investment advice and solutions.
• Extensive experience in the implementation and oversight of investment 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, assumptions, or current knowledge in sophisticated areas.
• US Only: Series 7, Series 66 (or Series 63 & 65), and Series 31 licenses; Securities Industry Exam (SIE) is a prerequisite to the Series 7.

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

Skills

See qualifications and responsibilities for required and complementary skills.

Pay

Full-time salary range: $200,000.00 - $500,000.00. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards.

Benefits

• 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.

Available offerings may vary by jurisdiction, job level, and date of hire. For additional information, visit citibenefits.com.

Schedule

Full time.

Primary Location: Houston, Texas, United States.