Citi Private Bank - UHNW Investment Counselor
$200k/y-$500k/y
Lensa2 days ago
Highlight
OnsiteFull-timeSenior
Summary
Citigroup Inc. is seeking a UHNW Investment Counselor to join their Private Bank team in New York, NY. The role involves establishing, growing, and managing investment relationships with ultra-high net worth clients.
About the Role
As a UHNW Investment Counselor, you will function as the primary client contact and trusted investment advisor, implementing a strategic advisory approach to account planning. You will leverage existing client relationships to introduce new ultra-high net worth clients, provide investment advice, and optimize client service through a combination of traditional and alternative investments. The role requires excellent communication skills for negotiating with sophisticated clients and assessing risks in business decisions.
About You
Required:
- 15+ years of experience in providing investment advice and solutions.
- Excellent communication skills to deal with sophisticated clients.
- CFA, MBA degree or other advanced degree is a plus.
- S7, S63 (or S66) and S3 certifications.
Preferred:
- Broad and comprehensive understanding of the investment field.
- Experience in managing investment relationships with ultra-high net worth clients.
Benefits
- Competitive salary range of $200k–$500k.
- Discretionary and formulaic incentive and retention awards.
- Comprehensive benefits package including medical, dental, and vision coverage.
- 401(k) plan, life, accident, and disability insurance.
- Wellness programs and paid time off packages.
Lensa
Lensa is a U.S. job search platform with over 20 million registered users. We connect jobseekers to a wide range of opportunities from employers, staffing firms, recruitment agencies and job boards. Lensa also offers tools to help users understand their career options and make informed decisions throughout their job search journey — from exploration to application.
New York, NY