Wealth at Work - Investment Counselor Lead - Vice President

Citi • Los Angeles, CA

27d

About The Position

They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with established clients and with prospective clients. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners. 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.

Requirements

• 5+ years of related experience
• Expertise in providing investment advice and solutions.
• US Only: S7, S66 (or 63 & 65) & S31
• NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
• Bachelor's/University degree

Nice To Haves

• 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 investment trends and solutions.
• Master's degree preferred

Responsibilities

• implementation and oversight of investment solutions
• providing advice and guidance on markets and actionable investment ideas
• cultivate trusting relationships with established clients and with prospective clients
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees