Citi Private Bank - UHNW Investment Counselor - Director / MD

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.
• Cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and bring in new clients/investment relationships.
• 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 appropriate investment advice and solutions.
• Optimize client service and cross-marketing opportunities by combining in-depth knowledge of traditional and alternative investments with wealth planning and private banking services.
• Engage and advise clients on brokerage activity and execute trades seamlessly.
• Adequately assess risk when business decisions are made, ensuring compliance with applicable laws, rules, and regulations, and maintaining a high standard of ethics.

Qualifications

• 15+ years of experience in providing investment advice and solutions.
• Advanced degree such as CFA, MBA, or equivalent a plus.
• Advanced judgment and conduct in-depth analysis to solve problems and develop new, innovative solutions.
• Think beyond existing solutions, assumptions, or current knowledge of sophisticated areas.
• US Only: Hold S7, S66 (or 63 & 65) & S31; Note: Securities Industry Exam (SIE) is a prerequisite to the S7.