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About the Role

The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Citi Private Bank’s objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US.

Responsibilities

Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.
They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas.
Candidates for the position should be entrepreneurial and capable of bringing in new clients/investment relationships.
Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
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.
Work across currencies, asset classes, markets and jurisdictions
Engage and advise clients on brokerage activity and execute trades seamlessly.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Requirements

15+ years of experience
Extensive experience in providing investment advice and solutions.
Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions.
Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.
US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Skills

Investment advice
Investment solutions
Wealth planning
Private banking services
Traditional investments
Alternative investments
Brokerage activity
Trade execution
Risk assessment
Compliance
Ethical judgment

Location

San Francisco California United States

Work Type

Full time

Experience Level

Principal

Education Level

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

Salary/Compensations

$250 000,00 - $500 000,00

Benefits

Discretionary and formulaic incentive and retention awards.
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

About the Company

Citi Private Bank’s objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US.

Equal Opportunity

Citi is an equal opportunity employer, and 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.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.