Wealth - Investment Counselor - Director

Wealth at Work - Investment Counselor - Director

Join to apply for the Wealth at Work - Investment Counselor - Director role at Citi

Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields.

Responsibilities

• Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing, and managing investment relationships. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with established clients and with prospective clients. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.

• 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.

• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citi, 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

• 10+ years of related experience

• Expertise 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 investment trends and solutions.

• US Only: S7, S66 (or 63 & 65) & S31;

NOTE:

Securities Industry Exam (SIE is a prerequisite to the S7)

Education

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

Location

San Francisco, California, United States

Compensation

Salary range: $ - $

Benefits

Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Equal Opportunity Statement

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility w Citi’s EEO Policy Statement and the Know Your Rights poster.

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