Citi Private Bank - UHNW Investment Counselor

Executive • Boston, MA

123d • $200,000 - $500,000

About The Position

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. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. 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.

Requirements

• 15+ years of experience.
• Extensive experience 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.
• 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).
• Bachelor's/University degree, Master's degree preferred.

Responsibilities

• Establish, grow and manage investment relationships with ultra-high net worth clients.
• Implement and oversee investment solutions, providing advice and guidance on markets and actionable investment ideas.
• Cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank.
• Bring in new clients/investment relationships.
• Collaborate and leverage a wide array of internal partners.
• Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients.
• Build and manage a successful practice centered on deepening relationships by providing appropriate investment advice and solutions.
• Combine 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.
• Assess risk when business decisions are made, ensuring compliance with applicable laws, rules and regulations.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Transit and Ground Passenger Transportation
• Education Level: Master's degree