Citi Private Bank - UHNW Investment Counselor

Citi • New York, NY

6d

About The Position

Responsible for setting the technical direction of technical areas that are key to the business. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners. An individual in this role will be expected to: Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker 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. Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc. Partner with Bankers to prospect for new investment business

Requirements

• 15+ years of experience
• Extensive experience in providing investment advice and solutions.
• Requires a broad and comprehensive understanding of the field.
• Is a true thought leader.
• Excellent communication skills required in order to deal with sophisticated clients.
• S7, S63 (or S66) and 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

• Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
• Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker
• 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.
• Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.
• Partner with Bankers to prospect for new investment business

What This Job Offers

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