Investment Counselor Lead - Director
Core
Strategic investment advisor responsible for managing relationships with ultra-high net worth clients, providing investment solutions, and driving business growth within Citi Private Bank.
Role type
Senior Individual Contributor (Investment Counselor Lead/Director)
Builds
Investment relationships and client portfolios for ultra-high net worth individuals and families
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy, client relationship management, portfolio advice, cross-selling, risk assessment, compliance, market analysis
Preferred skills
FA/MBA degree, complex judgment, analytical thinking
Technologies
N/A
Responsibilities
Function as primary client contact for direct selling and portfolio advice; Leverage networks to introduce new ultra-high net worth clients; Build and manage a successful investment practice; Execute trades and advise on brokerage activity; Partner with Bankers to prospect for new business; Assess risk and ensure compliance with laws and regulations.
Seniority
Senior, hands-on IC with strategic oversight