Wealth - Investment Counselor - Senior Vice President

Responsibilities

• Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
• 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 potential and existing clients with appropriate 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
• Engage and advise clients on brokerage activity and execute trades seamlessly
• Actively look for cross-sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.
• Possess the ability to partner with Bankers to prospect for new investment business

Qualifications

• 10+ years of experience
• Robust experience in providing investment advice and solutions
• FA, MBA degree or other advanced degree a plus
• Requires complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives
• In-depth analysis with interpretive thinking will be required
• US Only: S7, S63 (or S66) and S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)