Citi Group Investment Counselor 

United States, Florida 

983984064

Job Description

The Investment Counselor Principal 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.

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.

Qualifications:

15+ years of experience

Extensive experience in providing investment advice and solutions.

CFA, MBA degree or other advanced degree a plus.

Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.ated areas.

US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Must be fluent in Spanish

Bachelor's/University degree, Master's degree preferred

Anticipated Posting Close Date:

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