Citi Private Bank - Investment Counselor - Los Angeles, Beverly Hills, & Orange County
Core
Strategic professional providing investment advice and solutions to ultra-high net worth clients, managing relationships and executing trades across global markets.
Role type
Senior IC investment counselor (private banking)
Builds
Client investment relationships and practice centered on deepening trust and providing actionable investment ideas
Domain
Private banking / Wealth management / Ultra-high net worth client services
Deliverable
client delivery
Required skills
Advanced judgment, in-depth quantitative/qualitative analysis, relationship building, cross-asset class expertise, risk assessment, compliance adherence, negotiation, market trend analysis
Preferred skills
CFA, MBA, extensive experience in investment advice
Technologies
N/A
Responsibilities
Establish and manage investment relationships with ultra-high net worth clients; Leverage local network to introduce new clients; Provide advice on traditional and alternative investments; Execute trades and advise on brokerage activity; Assess risk and ensure compliance with laws and regulations
Seniority
Senior, hands-on IC