Investment Counselor - Senior Vice President

The Investment Counselor is a strategic professional who closely follows the latest trends in their field and adapts them for application within their role and the business. Typically, a small number of individuals within the business provide the same level of expertise. Excellent communication skills are required to negotiate internally, often at a senior level. Developed communication and diplomacy skills are essential to guide, influence, and convince others, including colleagues in other areas and external clients.

The role is accountable for significant direct business results or authoritative advice regarding the operations of the business. It involves responsibility over technical strategy and primarily affects a sub-function. The position also includes staff management responsibilities, such as resource management and work allocation within the team or project.

The Private Bank at Citi (CPB) offers a wide range of products and solutions, including investment strategies, banking and lending, trust, and specialized services. It serves over 10,000 ultra-high net worth clients worldwide, focusing on individuals with a minimum net worth of $25 million and representing 40% of the world\’s billionaires.

Responsibilities :

• Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product opportunities, portfolio advice, and after-sales execution (in partnership with the Banker team).
• Leverage existing client relationships, local networks, and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
• Build and manage a successful practice centered on deepening relationships by providing clients with appropriate investment advice and solutions.
• Combine knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
• Work across currencies, asset classes, markets, and jurisdictions.
• Engage and advise clients on brokerage activity and execute trades seamlessly.

Actively seek cross-sell opportunities in other areas of the bank, such as lending, trust, and institutional market solutions.

Partner with Bankers to prospect for new investment business. Appropriately assess risk when making business decisions, demonstrating particular consideration for the firm\’s reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations. Adhere to policies, apply sound ethical judgment regarding personal behavior, conduct, and business practices, and escalate, manage, and report control issues transparently.

Skills :

• Fluent in English and Spanish; Portuguese is a plus.
• Effective communication skills with co-workers and clients.
• Successful team player with the ability to work independently.
• Proactive service attitude and self-motivated.
• Constructively adapt to changes.
• Highly motivated self-starter.

Qualifications :

• 10+ years of experience in providing investment advice and solutions.
• Robust experience in investment advisory roles.
• FA, MBA, or other advanced degrees are a plus.
• Ability to make complex judgments and solutions based on sophisticated analytical thinking, with in-depth analysis and interpretive skills.

Job Family Group : Private Client Product Services

Job Family : Investment Counselor

Time Type : Full time

Most Relevant Skills :

Please refer to the requirements listed above.

Other Relevant Skills :

For additional skills, see above or contact the recruiter.

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