Citi Private Bank
Core
Strategic Investment Counselor providing advanced investment advice and solutions to ultra-high net worth clients.
Role type
Senior IC Investment Counselor
Builds
Investment relationships and practices for ultra-high net worth clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy, Wealth planning, Alternative investments, Risk assessment, Compliance, Client relationship management, Market analysis, Trade execution, Cross-marketing, Strategic advisory
Preferred skills
CFA, MBA, Advanced quantitative analysis
Technologies
N/A
Responsibilities
Establish and manage investment relationships with ultra-high net worth clients; Provide actionable investment ideas and advice across asset classes; Execute trades and assess risk; Drive compliance and ethical business practices; Leverage internal partners to optimize client service.
Seniority
Senior, hands-on IC