CITI WEALTH AT WORK - INVESTMENT COUNSELOR - D/MD
Company: Citigroup
Location: Los Angeles
Posted on: October 16, 2024
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Job Description:
Citi Global Wealth brings together the full power of Citi to
serve the entire continuum of wealth clients. -The unified business
supports ultra-high-net-worth individuals and family offices
through Citi Private Bank, operates in the affluent and high-net
worth segments through Citigold and Citigold Private Client and
captures wealth management in the workplace through Citi Global
Wealth at Work. -Citi Global Wealth at Work is designed to be a
partner to lawyers, accountants, asset managers and management
professionals with deep industry specific expertise to help you
navigate your financial goals. You could access a range of
responsive banking, investing, wealth management & planning
services and access to a dedicated Private Banker. We also support
firms, and we offer a range of specialized capabilities both for
your company and your employees. Whether it's access to a Private
Banker as a corporate benefit, or financing, we aim to be your
comprehensive financial partner.The Investment Counselor Principal
is a strategic professional who closely follows latest trends in
own field and adapts them for application within own 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 area of expertise. Typically, a small
number of people within the business that 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. Citi Private Bank's
objective is to further enhance its ability to build relationships
with, and service the investment needs of ultra-high net worth
clients in the US.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. Appropriate candidates will possess the credibility to
cultivate trusting relationships with existing ultra-high net worth
clients of Citi Private Bank and should be entrepreneurial and
capable of bringing in new clients/investment relationships.
Candidates for the position should be collaborative and team
oriented, able to leverage a wide array of internal
partners.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 jurisdictionsEngage
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 experienceExtensive
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.ated areas.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
Family Group: Private Client Product
Services------------------------------------------------------Job
Family:Investment
Counselor------------------------------------------------------Time
Type:Full
time------------------------------------------------------Primary
Location:New York New York United
States------------------------------------------------------Primary
Location Full Time Salary Range:$170,000.00 - $300,000.00In
addition to salary, Citi's offerings may also include, for eligible
employees, 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 planned time off (vacation), unplanned
time off (sick leave), and paid holidays. For additional
information regarding Citi employee benefits, please visit
citibenefits.com. Available offerings may vary by jurisdiction, job
level, and date of
hire.------------------------------------------------------Anticipated
Posting Close Date:Aug 01,
2024------------------------------------------------------Citi is
an equal opportunity and affirmative action employer.Qualified
applicants will receive consideration without regard to their race,
color, religion, sex, sexual orientation, gender identity, national
origin, disability, or status as a protected veteran.Citigroup Inc.
and its subsidiaries (Citi") invite all qualified interested
applicants to apply for career opportunities. 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 the EEO is the Law poster. View the EEO
is the Law Supplement.View the EEO Policy Statement.View the Pay
Transparency Posting
Keywords: Citigroup, Pomona , CITI WEALTH AT WORK - INVESTMENT COUNSELOR - D/MD, Other , Los Angeles, California
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