Citigroup Inc.
Citi Private Bank - UHNW Investment Counselor - Director / MD
Citigroup Inc., Atlanta, Georgia, United States, 30383
Overview
The Investment Counselor Principal is a strategic professional who closely follows latest trends in the field and adapts them for application within the job and the business. Recognized subject matter expert within one area with strong commercial awareness. Requires excellent communication skills to negotiate internally, often at a senior level, and some external communication. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Expected to think beyond existing solutions and current knowledge in sophisticated areas. Significant impact on a function and/or the business through decisions that determine technical approaches and strategies for the area. Citi Private Bank’s objective is to enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US.
Responsibilities
Build and manage investment relationships with ultra-high net worth clients, with credibility to cultivate trusting relationships and the ability to bring in new clients/investment relationships. Collaborate with internal partners and leverage a wide array of internal resources. Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank. Develop a practice centered on deepening relationships by providing 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. Advise clients on brokerage activity and execute trades seamlessly. Assess risk in business decisions, guarding Citi, clients and assets by driving compliance with laws and regulations, applying ethical judgment, and escalating/reporting control issues with transparency.
Qualifications
15+ years of experience Extensive experience in providing investment advice and solutions CFA, MBA or other advanced degree a plus Requires advanced judgment and in-depth analysis to solve problems and develop innovative solutions; ability to think beyond existing solutions and current knowledge US Only: S7, S66 (or 63 & 65) & S31; 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: Atlanta, Georgia, United States
Primary Location Full Time Salary Range: $200,000.00 - $500,000.00
In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards. Citi offers competitive benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages and holidays. Availability of benefits may vary by jurisdiction and date of hire. For more information visit citibenefits.com.
Equal Opportunity Employer: Citi is an equal opportunity employer, and qualified candidates will receive consideration regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you require a reasonable accommodation to use our tools or apply, please review Accessibility at Citi. View Citi’s EEO Policy Statement and Know Your Rights poster.
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The Investment Counselor Principal is a strategic professional who closely follows latest trends in the field and adapts them for application within the job and the business. Recognized subject matter expert within one area with strong commercial awareness. Requires excellent communication skills to negotiate internally, often at a senior level, and some external communication. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Expected to think beyond existing solutions and current knowledge in sophisticated areas. Significant impact on a function and/or the business through decisions that determine technical approaches and strategies for the area. Citi Private Bank’s objective is to enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US.
Responsibilities
Build and manage investment relationships with ultra-high net worth clients, with credibility to cultivate trusting relationships and the ability to bring in new clients/investment relationships. Collaborate with internal partners and leverage a wide array of internal resources. Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank. Develop a practice centered on deepening relationships by providing 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. Advise clients on brokerage activity and execute trades seamlessly. Assess risk in business decisions, guarding Citi, clients and assets by driving compliance with laws and regulations, applying ethical judgment, and escalating/reporting control issues with transparency.
Qualifications
15+ years of experience Extensive experience in providing investment advice and solutions CFA, MBA or other advanced degree a plus Requires advanced judgment and in-depth analysis to solve problems and develop innovative solutions; ability to think beyond existing solutions and current knowledge US Only: S7, S66 (or 63 & 65) & S31; 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: Atlanta, Georgia, United States
Primary Location Full Time Salary Range: $200,000.00 - $500,000.00
In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards. Citi offers competitive benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages and holidays. Availability of benefits may vary by jurisdiction and date of hire. For more information visit citibenefits.com.
Equal Opportunity Employer: Citi is an equal opportunity employer, and qualified candidates will receive consideration regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you require a reasonable accommodation to use our tools or apply, please review Accessibility at Citi. View Citi’s EEO Policy Statement and Know Your Rights poster.
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