Citi Private Bank - Investment Counselor - Los Angeles, Beverly Hills, & Orange County

Citi • Los Angeles, CA

4d • $200,000 - $300,000 • Onsite

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. 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.
• 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) & S3; 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.
• Master's degree preferred

Responsibilities

• 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.

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: Principal