Citi Private Bank | UHNW Investment Counselor
Core
Strategic professional providing investment advice, managing relationships, and driving business results for ultra-high net worth clients.
Role type
Senior Individual Contributor (Investment Counselor)
Builds
Investment relationships and client portfolios
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy, client relationship management, portfolio advice, cross-marketing, risk assessment, compliance, trade execution
Preferred skills
FA/MBA degree, complex analytical thought, network development
Technologies
N/A
Responsibilities
Function as primary client contact and trusted investment advisor; Leverage existing relationships to introduce new UHNW clients; Build and manage a successful practice; Combine knowledge of traditional and alternative investments with wealth planning; Work across currencies, asset classes, and jurisdictions; Engage clients on brokerage activity and execute trades; Actively look for cross-sell opportunities; Partner with Bankers to prospect for new business; Assess risk and ensure compliance with laws and regulations.
Seniority
Senior, hands-on IC