CrawlJobs Logo

Investment Counselor AVP

https://www.citi.com/ Logo

Citi

Location Icon

Location:
Mexico , Ciudad De Mexico

Category Icon
Category:
Banking

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

The Investment Counselor Sr Anlyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. The Private Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world.

Job Responsibility:

  • Function as the primary client contact and trusted investment advisor for clients
  • Leverage existing client relationships to introduce new ultra-high net worth clients
  • Build and manage a successful practice centered on deepening relationships
  • Combine in depth knowledge of traditional and alternative investments
  • Work across currencies, asset classes, markets and jurisdictions
  • Engage and advise clients on brokerage activity and execute trades
  • Actively look for cross sell opportunities
  • Partner with Bankers to prospect for new investment business
  • Appropriately assess risk when business decisions are made

Requirements:

  • 5-8 years of experience
  • Experience in providing investment advice and solutions
  • CFA certification
  • AMIB 3 certification
  • Requires good analytical skills
  • Strong communication and diplomacy skills
  • US Only: S7, S66 (or S63) and S3
  • NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
  • Fluent in english
  • Bachelor's/University degree or equivalent experience

Additional Information:

Job Posted:
November 28, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Citi - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon
PREMIUM
More languages and countries
+ Unlock 2450 hidden job offers
Languages
English Čeština Deutsch Ελληνικά Español Français +15
Countries
United States United Kingdom India Canada Australia +
See plans
Plans from $2.99 / month

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Investment Counselor AVP

Inventory Clerk

We are looking for a dependable Inventory Clerk to join our team in Woburn, Mass...
Location
Location
United States , Woburn
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 1 year of experience in a warehouse or distribution environment is preferred, though training may be available for a strong entry-level candidate
  • Ability to work efficiently in a fast-paced setting while meeting productivity expectations and daily deadlines
  • Strong attention to detail with the ability to stay organized and complete tasks accurately
  • Comfortable lifting up to 50 pounds on a regular basis and standing or walking for most of an 8-hour shift
  • Clear written and verbal communication skills in English
  • Working knowledge of Microsoft Excel, Word, and Outlook
  • Ability to work well with a team while also handling responsibilities independently with minimal supervision
  • Familiarity with AS9100 standards is an advantage
Job Responsibility
Job Responsibility
  • Process incoming and outgoing shipments by preparing, verifying, and handling packages for carrier pickup and delivery
  • Perform routine inventory counts and help maintain accurate stock records through cycle counting and inventory review
  • Assist with order fulfillment tasks such as picking, packing, labeling, and preparing materials for shipment
  • Support kitting assignments by gathering components and assembling items according to work instructions
  • Operate warehouse equipment, including forklifts when needed, in a safe and responsible manner
  • Maintain an orderly work area by keeping warehouse spaces clean, organized, and ready for daily operations
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
  • Fulltime
Read More
Arrow Right

Bpo Medical Records Coding Sr. Associate

We are currently seeking a BPO Medical Records Coding Sr. Associate to join our ...
Location
Location
India , Coimbatore
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of experience working with CPT and ICD-9 coding principles, governmental regulations, protocols and third party requirements regarding medical billing
  • Coding certification is Mandatory, should have exposure in Radiology/IVR/E/M & ED
  • 1+ year(s) of experience using a computer with Windows PC applications that required you to use a keyboard, navigate screens, and learn new software tools
  • Ability to work scheduled shifts from Monday-Friday 7:30 AM to 5:30 PM IST and the shift timings can be changed as per client requirements
  • Flexibility to accommodate overtime and work on weekend’s basis business requirement
  • Ability to communicate (oral/written) effectively in English to exchange information with our client
Job Responsibility
Job Responsibility
  • Coding and abstracting information from provider patient medical records and hospital ancillary records per facility and/or state requirements
  • Assigning appropriate billing codes based on medical documentation using CPT-4 and/or ICD-9 coding guidelines
  • Querying physicians when code assignments are not straightforward or documentation in the record is inadequate, ambiguous or unclear for coding purposes
  • Monitoring unbilled accounts report for outstanding and/or un-coded encounters to reduce accounts receivable days
  • Following strict coding guidelines within established productivity standards
  • Attending meetings and in-service training to enhance coding knowledge, compliance skills, and maintenance of credentials
  • Maintaining patient confidentiality
  • Fulltime
Read More
Arrow Right

Senior Building Surveyor

A leading Construction Consultancy firm are now seeking an experienced Building ...
Location
Location
United Kingdom , London
Salary
Salary:
65000.00 - 75000.00 GBP / Year
https://brandonjames.co.uk Logo
Brandon James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous Building Surveying experience within a consultancy or client environment
  • Strong technical knowledge of Building Surveying services
  • Good negotiation, presentation and report writing skills
  • Strong IT capability
  • A relevant degree in Building Surveying or similar discipline
  • MRICS accreditation
Job Responsibility
Job Responsibility
  • Preparing feasibility studies and recommendations
  • Undertaking surveys, design and specification services
  • Producing reports, scoping works and cost estimates
  • Delivering contract administration and final account agreements
  • Ensuring compliance with legislation including health and safety and asbestos regulations
  • Managing client and consultant relationships throughout project stages
  • Supporting bid preparation and business development activity
  • Maintaining project data and contributing to internal systems
  • Working within a multidisciplinary team across various sectors
What we offer
What we offer
  • Bonus
  • Pension
  • Flexible and hybrid working options
  • Additional benefits package
  • Fulltime
Read More
Arrow Right

Staff Pharmacist

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Cutler Bay
Salary
Salary:
60.00 - 76.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
June 23, 2026
Flip Icon
Requirements
Requirements
  • Active Pharmacist License in the state where the Store is located
  • Active National Provider Identifier (NPI)
  • Not on the DEA Excluded Parties list
  • Regular and predictable attendance, including nights and weekends
  • Ability to complete required training within designated timeframe
  • Attention and Focus: Ability to concentrate on a task over a period of time
  • Ability to pivot quickly from one task to another to meet patient and business needs
  • Ability to confirm prescription information and label accuracy, ensuring patient safety
  • Customer Service and Team Orientation: Actively look for ways to help people, and do so in a friendly manner
  • Notice and understand patients’ reactions, and respond appropriately
Job Responsibility
Job Responsibility
  • Living our purpose by helping to manage and improve patient health through safe and appropriate dispensing, counseling, and immunizing practices
  • Taking direction from the Pharmacy Manager and overseeing the pharmacy as their proxy during bench shifts without overlap, including strengthening pharmacy performance measures through effective coaching and consistent follow-up of pharmacy team members and providing feedback about pharmacy team performance to the Pharmacy Manager as needed
  • Assumes Pharmacy Manager’s day-to-day duties when serving as the only or the primary pharmacist-on-duty
  • Supporting safe and accurate prescription fulfillment by following—and directing the pharmacy team to follow—pharmacy workflow procedures and utilizing the safety guardrails at every workstation
  • Contributing to positive patient experiences by showing empathy and genuine care, and coaching the pharmacy team to do the same: demonstrating compassionate care, collaborating with the patient’s total healthcare team, and proactively resolving insurance and/or medication issues
  • Proactively offering and delivering immunizations to keep patients healthy
  • engaging and supporting Pharmacy Technicians to learn to immunize
  • Supporting the effective management of pharmacy inventory by following—and coaching the pharmacy team to follow—all inventory best practices, with a special focus on protecting cold chain products for our patients and our business
  • Partnering with the Pharmacy Manager to ensure pharmacy operations are compliant with the appropriate state Board of Pharmacy regulations at all times
  • escalating issues or concerns to the Pharmacy Manager and/or Rx DL for timely resolution if/as needed
What we offer
What we offer
  • medical, dental, and vision coverage
  • paid time off
  • retirement savings options
  • wellness programs
  • bonus, commission or short-term incentive program
  • Fulltime
Read More
Arrow Right

Mobile Associate, Store-in-Store, Retail Sales

Mobile Associates, Store-in-Store are an integral part of the Retail Team respon...
Location
Location
United States , Madison
Salary
Salary:
18.00 USD / Hour
https://www.t-mobile.com Logo
T-Mobile
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma/GED (Required)
  • 6 months of customer service and/or sales experience, Retail environment preferred (Required)
  • Customer Satisfaction Passionate customer advocate with the desire to be yourself when connecting and having fun with our customers. Effective at balancing customer experience and performance goals. (Required)
  • Team Building Desire to be a part of the game-changing T-Mobile store team. Willingness to work alongside peers and store leaders, learning and sharing best practices, while serving customers and providing resolutions to issues. (Required)
  • Retail Sales Competitive drive and confidence to succeed in a fast-paced sales environment. (Required)
  • At least 18 years of age
  • Legally authorized to work in the United States
Job Responsibility
Job Responsibility
  • Proactively engages with a broad range of customers in a highly-traffic retail environment
  • Use digital tools, communicate effectively, educate customers, and showcase the value of T-Mobile solutions
  • Consistently leverage digital self-serve tools during customer interactions and the onboarding process
  • Identify customer needs and use solution-based selling techniques to fully demonstrate the value of T-Mobile products and services
  • Complete training on the T-Mobile in-store experience, new skills, products and processes, and knowledge of systems and reference resources
  • Review personal results, current promotions, and updates on the Hub to be Customer Ready at all times
  • Partner with nearby store locations to properly/fully on-board customers
  • Perform skills practicing, knowledge sharing, store operations, opening and closing procedures
  • Carry keys to the kiosk cabinets, lock/secure kiosk and assets, and report any lost keys or assets to your manager
  • Proactively reach out to potential customers to further drive sales activity in your location
What we offer
What we offer
  • Annual stock grant
  • employee stock purchase plan
  • 401(k)
  • free, year-round money coaches
  • medical insurance
  • dental insurance
  • vision insurance
  • flexible spending account
  • paid time off
  • up to 12 paid holidays
  • Parttime
Read More
Arrow Right

Social Worker - West Integrated Network

Bridgend County Borough Council is seeking a Social Worker for the West Integrat...
Location
Location
United Kingdom , Bridgend
Salary
Salary:
36.00 - 38.00 GBP / Hour
https://www.randstad.com Logo
Randstad
Expiration Date
May 25, 2026
Flip Icon
Requirements
Requirements
  • Must be a Registered Social Worker
  • Requires a Criminal Records (DBS) check
  • A clean driving license is essential for this position
  • Experienced staff are required to support the team due to current vacancy levels and competency concerns.
Job Responsibility
Job Responsibility
  • Delivering core statutory functions within the West Network
  • Providing a strengths-based, outcome-focused response to adults to promote independence and wellbeing.
What we offer
What we offer
  • Dedicated consultant for ongoing support and guidance
  • Access to accredited training (manual handling, health & safety, safeguarding, etc.)
  • Weekly payroll with competitive pay rates
  • Flexible full-time and part-time shifts available
  • Opportunity to work with a leading local authority
  • Weekly mailers with regular local job updates
  • Refer a friend scheme - earn up to £300 (T&Cs apply).
  • A full range of free training e-learning courses are available.
  • Fulltime
Read More
Arrow Right

Sales Assistant

As a Sales Assistant you'll provide exceptional customer service and work indepe...
Location
Location
United Kingdom , London
Salary
Salary:
8.03 - 12.75 GBP / Hour
whsmithplc.co.uk Logo
WHSmith Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A passion for customers having an exceptional experience in store
  • Confident in communicating within the team
  • Motivated to achieve fantastic results and standards
  • Adaptable to meet company requirements and goals
Job Responsibility
Job Responsibility
  • Delivering an exceptional customer service to all our customers
  • Carrying out stock replenishment, ensuring all areas of the store remain tidy and inviting for our customers to shop
  • Meeting high standards of display and visual merchandising helping customers find what they're looking for easily
  • Being part of a team and supporting colleagues
What we offer
What we offer
  • pension scheme
  • cycle to work scheme
  • paid annual leave
  • employee discounts
  • range of deals from retail partners
  • Employee Assistance Programme
  • Parttime
Read More
Arrow Right

Bookkeeper

We are looking for a detail-oriented Bookkeeper to support day-to-day accounting...
Location
Location
United States , Farmingdale
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 5 years of bookkeeping or accounting support experience in a high-volume environment
  • Demonstrated experience managing both accounts payable and accounts receivable functions
  • Proficiency with QuickBooks and confidence navigating day-to-day accounting tasks within the system
  • Strong background in bank reconciliations and maintaining accurate financial records
  • High attention to detail with the ability to organize and prioritize multiple accounting activities
  • Ability to work fully on-site in Farmingdale, New York
  • Effective communication skills and a detail-oriented approach to working with internal teams and external contacts
Job Responsibility
Job Responsibility
  • Manage daily accounts payable activities, including reviewing invoices, entering payment details, and maintaining accurate vendor records
  • Oversee accounts receivable functions by issuing invoices, tracking incoming payments, and following up on outstanding balances
  • Maintain complete and accurate bookkeeping records to support routine financial reporting and account analysis
  • Perform bank and account reconciliations on a regular basis to ensure financial data is accurate and up to date
  • Use QuickBooks to record transactions, update account information, and support the integrity of accounting records
  • Assist with high-volume transaction processing while meeting deadlines and maintaining a high level of accuracy
  • Work closely with internal staff to resolve billing discrepancies, payment issues, and account questions
  • Support general office-based accounting operations and contribute to smooth day-to-day financial administration
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • free online training
Read More
Arrow Right