Citi Private Bank - Investment Counselor - San Francisco, CA
About The Position
Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. 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. Work across currencies, asset classes, markets and jurisdictions Engage and advise clients on brokerage activity and execute trades seamlessly.
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
- 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
