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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.
Job Responsibility:
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
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, 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
Requirements:
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
S7, S66 (or 63 & 65) & S31
Securities Industry Exam (SIE is a prerequisite to the S7)
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