Citi Group SVP Investment Counselor - Citi Private Bank 

United States, New York, New York 

661078256

Please note that this is a NYC-based role, supporting Citi Private Bank in Canada. This role requires registration for securities both in the U.S. and in Canada.

The Investment Counselor is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. 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. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US and Canada.Responsibilities:

• Leverage existing client relationships, local network 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 potential and existing clients with appropriate investment advice and solutions.
• Combine in depth 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.
• Appropriately 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 transparency.

Qualifications:

• 15+ years of experience
• Extensive experience in providing investment advice and solutions.
• Role requires registration for securities both in the U.S. and in Canada
• CFA Charterholder: CFA designation required for registration in Canada
• U.S. FINRA licensing: S7, S66 (or 63 & 65) & S3 required; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
• Advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existingsolutions, assumptionsor current knowledge of sophisticated areas.

• Bachelor's/Universitydegree, Master's degree preferred.
• MBA degree or other advanced degree a plus.

Anticipated Posting Close Date: