Wealth - Investment Counselor - Senior Vice President

Citi • New York, NY

3d • $211,280 - $316,920 • Onsite

About The Position

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields.

Requirements

• 8+ years of related experience
• Expertise 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 investment trends 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.
• Master's degree preferred

Responsibilities

• 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.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, 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: Senior