Investment Counselor - Citi Private Bank
Core
Primary client contact and trusted investment advisor for ultra-high net worth clients, providing investment advice, portfolio management, and brokerage execution.
Role type
Senior IC Investment Counselor (Private Banking)
Builds
Customized investment solutions and wealth management services for ultra-high net worth individuals and families.
Domain
Private Banking / Wealth Management / Investment Advisory
Required skills
Investment advisory, portfolio management, client relationship management, brokerage execution, risk assessment, cross-selling, regulatory compliance, market analysis
Preferred skills
FA/MBA degree, advanced analytical thought, complex judgment, sophisticated alternatives selection
Technologies
N/A
Responsibilities
Establish and manage investment relationships with ultra-high net worth clients; provide direct selling, suitability determination, and portfolio advice; leverage local network to introduce new clients; execute trades and advise on brokerage activity; assess risk and ensure regulatory compliance; partner with Bankers to prospect for new business.
Seniority
Senior, hands-on IC