Managing Director, Investment Counselor, Beverly Hills
Core
Strategic investment counselor building and managing relationships with ultra-high net worth clients, providing advanced investment advice and solutions across asset classes and jurisdictions.
Role type
Senior IC Managing Director / Investment Counselor
Builds
Investment practice and client relationships for Citi Private Bank
Domain
Private Banking / Wealth Management / Investment Advisory
Deliverable
client delivery
Required skills
Advanced investment judgment, quantitative/qualitative analysis, relationship building, cross-marketing, risk assessment, regulatory compliance, trade execution
Preferred skills
CFA, MBA, entrepreneurial mindset, network development
Technologies
N/A
Responsibilities
Establish and grow investment relationships with ultra-high net worth clients; Provide actionable investment ideas and advice on traditional and alternative investments; Execute trades and advise on brokerage activity; Assess risk and ensure compliance with laws and firm policies; Leverage internal partners to optimize client service and cross-marketing opportunities.
Seniority
Senior, hands-on IC with strategic impact