Wealth - Investment Counselor Lead - Vice President

Responsibilities

• Establish, grow, and manage investment relationships.
• Implement and oversee investment solutions, and provide advice and guidance on markets and actionable investment ideas.
• Cultivate trusting relationships with both established and prospective clients.
• Leverage a wide array of internal partners to build and manage a successful practice.
• Combine in-depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
• Adequately assess risk when making business decisions, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to policies, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

Qualifications

• 5+ years of related experience.
• Expertise in providing investment advice and solutions.
• CFA, MBA degree, or other advanced degree a plus.
• Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions.
• Advanced degree preferred.

Benefits

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

Pay

$175,840.00 - $263,760.00

Schedule

Full time