Citi
VP, Investment Counselor - Citi Private Bank
Citi, San Francisco, California, United States, 94199
The Investment Counselor Lead is a strategic professional who stays current in their field and contributes to directional strategy by applying insights to their role and the business. They are a recognized technical authority and work with multiple colleagues with similar subject matter expertise. They require developed communication and diplomacy skills to guide, influence and convince others, including colleagues in other areas and occasional external customers. The role has significant impact on the area through complex deliverables and provides advice related to technology or operations of the business. Work impacts an entire area and affects overall performance of the sub-function/job family.
Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below. Responsibilities: Investors Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high-net-worth clients. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. They should possess credibility to cultivate trusting relationships with existing ultra-high-net-worth clients and be entrepreneurial and capable of bringing in new clients/investment relationships. They should be collaborative and team oriented, able to leverage a wide array of internal partners. 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). 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. Actively look for cross-sell opportunities in other areas of the bank, including lending, trust and institutional market solutions. Partner with Bankers to prospect for new investment business. 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 ethical judgment, and escalating, managing and reporting control issues with transparency. Qualifications: 6-10 years of experience Robust experience in providing investment advice and solutions CFA Requires good analytical skills to filter, prioritize and validate potentially complex material from multiple sources; exercises wide latitude and discretion US Only: S7, S66 (or 63), S3; Note: Securities Industry Exam (SIE is a prerequisite to the S7) Education: Bachelor's/University degree; Master's degree preferred Job Details Job Family Group:
Private Client Product Services Job Family:
Investment Counselor Time Type:
Full Time Primary Location:
San Francisco, California, United States Primary Location Full Time Salary Range:
$175,840.00 - $263,760.00 In addition to salary, Citi's offerings may include incentive and retention awards. Citi offers benefits including medical, dental & vision coverage; 401(k); life and disability insurance; and wellness programs, along with paid time off packages. Availability varies by jurisdiction, job level and date of hire. Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date:
Jul 09, 2025 Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.
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Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below. Responsibilities: Investors Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high-net-worth clients. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. They should possess credibility to cultivate trusting relationships with existing ultra-high-net-worth clients and be entrepreneurial and capable of bringing in new clients/investment relationships. They should be collaborative and team oriented, able to leverage a wide array of internal partners. 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). 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. Actively look for cross-sell opportunities in other areas of the bank, including lending, trust and institutional market solutions. Partner with Bankers to prospect for new investment business. 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 ethical judgment, and escalating, managing and reporting control issues with transparency. Qualifications: 6-10 years of experience Robust experience in providing investment advice and solutions CFA Requires good analytical skills to filter, prioritize and validate potentially complex material from multiple sources; exercises wide latitude and discretion US Only: S7, S66 (or 63), S3; Note: Securities Industry Exam (SIE is a prerequisite to the S7) Education: Bachelor's/University degree; Master's degree preferred Job Details Job Family Group:
Private Client Product Services Job Family:
Investment Counselor Time Type:
Full Time Primary Location:
San Francisco, California, United States Primary Location Full Time Salary Range:
$175,840.00 - $263,760.00 In addition to salary, Citi's offerings may include incentive and retention awards. Citi offers benefits including medical, dental & vision coverage; 401(k); life and disability insurance; and wellness programs, along with paid time off packages. Availability varies by jurisdiction, job level and date of hire. Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date:
Jul 09, 2025 Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.
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