Citigroup Inc.
Citi Private Bank - Investment Counselor - San Francisco, CA
Citigroup Inc., San Francisco, California, United States, 94199
Investment Counselor Principal Overview
The Investment Counselor Principal is a strategic professional who closely follows latest trends in their field and adapts them for application within their job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside their area of expertise. Typically a small number of people within the business provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.
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.
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.
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 sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
15+ years of experience.
Extensive experience in providing investment advice and solutions.
CFA, MBA degree or other advanced degree a plus.
Requires advanced judgment and conducts in‑depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas.
US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7).
Education
Bachelor’s/University degree, Master’s degree preferred.
Location and Compensation Primary Location: San Francisco, California, United States.
Base Salary: $200,000 – $500,000 per year.
In addition to salary, Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life; accident and disability insurance; wellness programs; paid time off packages; and more. For additional information regarding Citi employee benefits, please visit citibenefits.com.
EEO Statement 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, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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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.
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.
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 sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
15+ years of experience.
Extensive experience in providing investment advice and solutions.
CFA, MBA degree or other advanced degree a plus.
Requires advanced judgment and conducts in‑depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas.
US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7).
Education
Bachelor’s/University degree, Master’s degree preferred.
Location and Compensation Primary Location: San Francisco, California, United States.
Base Salary: $200,000 – $500,000 per year.
In addition to salary, Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life; accident and disability insurance; wellness programs; paid time off packages; and more. For additional information regarding Citi employee benefits, please visit citibenefits.com.
EEO Statement 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, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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