Wealth at Work - Investment Counselor - Director

Citi • San Francisco, CA

83d • $200,000 - $300,000

About The Position

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

• 10+ years of related experience.
• Expertise in providing investment advice and solutions.
• CFA, MBA degree or other advanced degree is a plus.
• Advanced judgment and ability to conduct in-depth analysis.
• Ability to think beyond existing solutions and assumptions.
• Knowledge of sophisticated investment trends and solutions.
• US Only: S7, S66 (or 63 & 65) & S31; Securities Industry Exam (SIE is a prerequisite to the S7).
• Bachelor's/University degree; Master's degree preferred.

Responsibilities

• Establish, grow, and manage investment relationships.
• Implement and oversee investment solutions.
• Provide advice and guidance on markets and actionable investment ideas.
• Cultivate trusting relationships with established and prospective clients.
• Collaborate and work as a team to leverage internal partners.
• Build and manage a successful practice centered on deepening client relationships.
• Provide appropriate investment advice and solutions to clients.
• Combine knowledge of traditional and alternative investments with wealth planning and private banking services.
• Assess risk in business decisions and ensure compliance with laws and regulations.
• Apply sound ethical judgment regarding personal behavior and business practices.

Benefits

• Medical, dental & vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages including vacation, sick leave, and paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees