Citi Private Bank - UHNW Investment Counselor - Director / MD
Core
Strategic professional providing investment advice and solutions to ultra-high net worth clients, building relationships and managing a successful practice.
Role type
Director/MD Investment Counselor (Private Banking)
Builds
Investment relationships and practices for UHNW clients
Domain
Private Banking / Wealth Management / Investment Management (via careerplan.io/jobs/859023583771-citi-private-bank-uhnw-investment-counselor-director-md-at-citi)
Deliverable
client delivery
Required skills
Advanced investment judgment, in-depth quantitative/qualitative analysis, relationship building, cross-asset class expertise, risk assessment, regulatory compliance
Preferred skills
CFA, MBA, advanced degree
Technologies
N/A
Responsibilities
Establish and manage investment relationships with UHNW clients; introduce new clients to the bank; provide actionable investment ideas and advice; execute trades and brokerage activity; assess risk and ensure regulatory compliance
Seniority
Director/Managing Director, Senior IC