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About the Role

The Invst Counselor Sr Grp Mgr manages multiple teams through other managers, contributing to the commercial objectives of the business with an in-depth understanding of the industry and competitors. This role requires a thorough understanding of the strategic direction of the function and a solid conceptual/practical grounding in the area of expertise.

Responsibilities

• Lead and produce growth in investment revenue and AUMs with Ultra High Net Worth clients.
• Construct and oversee investment portfolios.
• Deliver advice and guidance on markets and actionable investment ideas.
• Cultivate trusting, productive relationships with key partners throughout CPB and the wider Citi.
• Bring in new clients and investment management mandates to the bank.
• Communicate the full range of investment themes, products, and services Citi Private Bank offers.
• Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker.
• Arrange and lead regular (quarterly) investment and business reviews with assigned clients.
• Provide clients with direct access to trading desks where appropriate.
• Actively look for cross-sell opportunities in other areas of the bank, including lending, trust, and institutional markets solutions.
• Partner with Bankers to prospect for new investment business.
• Understand the investment needs of assigned clients (return expectation, risk appetite, time horizon, liquidity needs, etc.) and ensure positions align with client risk profiles.
• Minimize client and Private Bank exposure to risk by observing suitability policies and monitoring changes in client financial condition, industry, and economic trends.
• Observe suitability and credit policies for trade approval.
• Recommend strategic and tactical asset allocation in line with CPB’s house view.
• Oversee and coordinate portfolio construction and implementation of investment mandates.
• Provide direct and active ongoing portfolio advice to assigned clients.
• Uncover needs that are not clearly expressed by the client.
• Advise and influence clients, overcome objections, and close significant business.
• Lead investment discussions and presentations.
• Communicate complex technical details in an easily understood manner.
• Demonstrate resilience and ability to thrive in a high-pressure, global, rapidly changing, and ambiguous environment.
• Exemplify the highest standards of conduct and observe Citi’s policies and principles.

Requirements

• 15+ years of experience.
• Extensive experience in providing investment advice and solutions.
• Managerial experience.
• Prior managed investment experience with a strong ability to explain and implement asset allocation and individual asset classes.
• Ability to articulate and advocate the house view of Citi and CPB as well as the investments Citi recommends.
• Knowledge of and ability to communicate capital markets strategies (equity, fixed income, FX derivatives, rates, credit, structured products) with clients.
• Knowledge of volatility and correlation driven strategies across asset classes – pricing of options, volatility, skew, etc.
• Broad base of execution skills, having successfully completed a range of complex capital markets transactions; able to place trades on behalf of the client.
• Ability to distill Citi research into a coherent theme, trend or trade idea and interpret markets from both a sentiment and valuation context.
• Understand what drives valuation in different asset classes – FX, equities, credit, rates.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
• Drive compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment.
• Escalate, manage and report control issues with transparency.
• Effectively supervise the activity of others and create accountability.
• US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7).

Skills

• Investment advice
• Investment solutions
• Managerial skills
• Portfolio construction
• Asset allocation
• Capital markets strategies
• Options pricing
• Volatility strategies
• Correlation driven strategies
• Execution skills
• Market interpretation
• Valuation analysis
• Risk assessment
• Compliance
• Ethical judgment
• Supervision

Location

• US Only

Work Type

• Full time

Experience Level

• 15+ years of experience
• Senior

Education Level

• Bachelor's/University degree
• Master's degree preferred
• CFA, MBA degree or other advance degree a plus

Salary/Compensations

• $160,000.00 - $350,000.00

Benefits

• Consideration for protected veteran status
• Reasonable accommodation for persons with disabilities

About the Company

• Citi is an equal opportunity employer.

Equal Opportunity

• Qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
• Review Accessibility at Citi.
• View Citi’s EEO Policy Statement and the Know Your Rights poster.