Investment Counselor - Citi Private Bank

Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. The Private Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world's billionaires and their families. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners. An individual in this role will be expected to: Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) 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. Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc. Partner with Bankers to prospect for new investment business 10+ years of experience Robust experience in providing investment advice and solutions. FA, MBA degree or other advanced degree a plus. Requires complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretive thinking will be required. US Only: S7, S63 (or S66) and S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7) Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter.