Anlageberater für sehr vermögende Privatkunden
Step into a strategic, senior role at Citi, focusing on ultra-high net worth clients with a competitive $200,000–$500,000 salary and robust benefits. CFA or MBA preferred.
The UHNW Investment Counselor position at Citi is crafted for experienced financial professionals interested in a specialized, strategic role. The listed compensation ranges from $200,000 to $500,000 annually, positioning it among the industry elite. This is a full-time, senior-level role with substantial benefits such as premium health coverage, dental and vision insurance, paid time off, a 401k option, and exclusive company perks.
Day-to-Day Responsibilities and Role Overview
Counselors will focus on managing and growing investment relationships with ultra-high net worth clients, including introducing new potential clients to Citi Private Bank.
They will be responsible for implementing advanced investment strategies and providing actionable market advice, both with traditional and alternative asset classes.
The job requires seamless execution of trades, risk assessment, and strict regulatory compliance while working collaboratively with other teams and internal partners.
Deep financial expertise is necessary, as well as strong communication skills for both internal and external negotiations at a senior level.
Candidates should be entrepreneurial, adept at building trust, and able to provide innovative investment solutions that optimize client service.
Wichtigste Vorteile der Rolle
The significant salary range and comprehensive benefits package make this opportunity highly attractive for seasoned professionals seeking the next step in their careers.
Additionally, the autonomy to manage sophisticated client portfolios and craft innovative financial strategies allows for meaningful impact and professional growth.
Mögliche Nachteile, die zu berücksichtigen sind
This role demands a minimum of 15 years’ experience, relevant licensure, and a Master’s degree preference, which might narrow the eligible candidate pool.
The intensity of client relationships and responsibility for large sums can also be challenging, requiring resilience and advanced judgment on a daily basis.
Endgültiges Urteil
If you are an accomplished investment professional aiming to deepen your expertise and thrive among industry leaders, this role offers top-level rewards and challenges worth considering for the ambitious.
