Citi Private Bank – UHNW Investment Counselor: High Earning, Top-Tier Leadership Role

Überblick über das Stellenangebot

Citi Private Bank is seeking a seasoned UHNW Investment Counselor for a full-time, senior-level role. The compensation ranges from $200,000 to $500,000 per year, reflecting the significance and expertise required for the role.

Candidates should be experienced professionals with a background in investment advising and leadership. This role includes generous benefits such as medical, dental, and vision coverage, along with robust 401(k) options and paid time off.

Applicants can expect to work at a major financial institution, serving a selective clientele with substantial net worth. The organization values innovation and communication, especially when negotiating at senior levels.

Candidates must have at least 15 years of investment experience and advanced qualifications such as a CFA or MBA. Securities licensing requirements apply, supporting the advanced nature of this position.

As a senior Investment Counselor, you will heavily influence strategic direction in investment planning and work closely with Citi’s international client base.

Tägliche Aufgaben

You will serve as the primary contact and investment advisor for UHNW clients, managing both traditional and alternative portfolios and customizing strategy to each client’s needs.

Your responsibilities will include direct selling, assessing product suitability, identifying opportunities, and providing tailored investment advice in collaboration with dedicated Banker teams.

Part of the role involves implementing strategic advisory initiatives and collaborating across asset classes and markets. You will also advise clients on brokerage activity and ensure seamless trade execution.

An essential aspect of this job is cross-selling other bank services to deepen client relationships, especially in lending, trust, and institutional solutions. You will also contribute to bringing new high-net-worth clients into Citi Private Bank.

Risk assessment and reputation safeguarding are crucial in decision-making, maintaining Citi’s standards for client protection and regulatory compliance.

Vorteile der Rolle

One major advantage is the competitive salary range, which reflects both the prestige and the responsibilities of the position. You’ll also have access to comprehensive benefits packages.

The opportunity to work with a global UHNW client network at a renowned financial institution is another highlight, offering meaningful professional growth and leadership influence.

Nachteile der Rolle

The position requires a significant track record, with over 15 years of experience, and the need for several advanced certifications, potentially limiting accessibility for some candidates.

Additionally, the demands of directly managing and advising ultra-wealthy clients might result in high pressure and long working hours, as client expectations are consistently elevated.

Urteil

This UHNW Investment Counselor role at Citi Private Bank stands out as a strong opportunity for experienced investment professionals seeking lucrative compensation and a highly influential position in the finance sector.

While demanding, the role offers exceptional professional momentum, prestigious client exposure, and industry-leading benefits, making it an appealing move for the right candidate.