Citi Private Bank

The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers.The Private Bank at Citi (CPB) offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. The Private Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world. The Private Bank is focused on clients with a minimum net worth of $25mm.Responsibilities:Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas.An individual in this role will be expected to function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutionsCombine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunitiesWork across currencies, asset classes, markets and jurisdictionsEngage and advise clients on asset allocation and portfolio constructionActively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.Partner with Bankers to prospect for new investment businessAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparencyQualifications:10+ years of experienceRobust experience in providing investment advice and solutionsEligible for registration with applicable provincial securities regulators as an Advising Representative or Associate Advising Representative in CanadaCFA designation, or CFA Level 1 plus applicable investment experienceRequires complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretive thinking will be requiredEducation:Bachelor's/University degree, Master's degree preferredCiti is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. #J-18808-Ljbffr