Citigroup Inc.
Overview
The Invst Counselor Sr Principal is an internally and externally recognized subject matter expert who influences how things are done beyond the business itself. Requires a broad and comprehensive understanding of the field. A thought leader who develops new techniques, methodologies and approaches in the field to directly impact the work of others and the organization. Recognized as a resource for innovation or groundbreaking developments. Excellent communication skills are required to engage at senior levels, including negotiations with external parties such as clients, government bodies or other organizations. A sizeable impact on a major function and/or the business through decisions that determine technical approaches and strategies for the area. Responsible for setting the technical direction of technical areas key to the business, shaping the general technical strategy of the entire technical area. The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. The Private Bank serves over 10,000 ultra-high net worth clients worldwide and focuses on clients with a minimum net worth of $25 million, serving 40% of the world’s billionaires and their families. Responsibilities
Investment 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. Candidates should have credibility to cultivate trusting relationships with existing ultra-high net worth clients and be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates 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). Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker. 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 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
15+ years of experience Extensive experience in providing investment advice and solutions CFA, MBA or other advanced degree a plus Broad and comprehensive understanding of the field; strong thought leadership and excellent communication skills for sophisticated clients S7, S63 (or S66) and S3; note: Securities Industry Exam (SIE is a prerequisite to the S7) Education
Bachelor’s/University degree; Master’s degree preferred ------------------------------------------------------ Job Family Group:
Private Client Product Services ------------------------------------------------------ Job Family:
Investment Counselor ------------------------------------------------------ Time Type:
Full time ------------------------------------------------------ Primary Location:
New York, NY, United States ------------------------------------------------------ Primary Location Full Time Salary Range:
$200,000.00 - $500,000.00 In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including vacation, sick leave, and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Availability of offerings may vary 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:
Sep 10, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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 are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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The Invst Counselor Sr Principal is an internally and externally recognized subject matter expert who influences how things are done beyond the business itself. Requires a broad and comprehensive understanding of the field. A thought leader who develops new techniques, methodologies and approaches in the field to directly impact the work of others and the organization. Recognized as a resource for innovation or groundbreaking developments. Excellent communication skills are required to engage at senior levels, including negotiations with external parties such as clients, government bodies or other organizations. A sizeable impact on a major function and/or the business through decisions that determine technical approaches and strategies for the area. Responsible for setting the technical direction of technical areas key to the business, shaping the general technical strategy of the entire technical area. The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. The Private Bank serves over 10,000 ultra-high net worth clients worldwide and focuses on clients with a minimum net worth of $25 million, serving 40% of the world’s billionaires and their families. Responsibilities
Investment 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. Candidates should have credibility to cultivate trusting relationships with existing ultra-high net worth clients and be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates 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). Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker. 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 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
15+ years of experience Extensive experience in providing investment advice and solutions CFA, MBA or other advanced degree a plus Broad and comprehensive understanding of the field; strong thought leadership and excellent communication skills for sophisticated clients S7, S63 (or S66) and S3; note: Securities Industry Exam (SIE is a prerequisite to the S7) Education
Bachelor’s/University degree; Master’s degree preferred ------------------------------------------------------ Job Family Group:
Private Client Product Services ------------------------------------------------------ Job Family:
Investment Counselor ------------------------------------------------------ Time Type:
Full time ------------------------------------------------------ Primary Location:
New York, NY, United States ------------------------------------------------------ Primary Location Full Time Salary Range:
$200,000.00 - $500,000.00 In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including vacation, sick leave, and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Availability of offerings may vary 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:
Sep 10, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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 are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr