Senior Investment Consultant
4 weeks ago
Citi is a leading global financial services company that provides a wide range of financial products and services to individual and institutional clients. We are currently seeking a Senior Investment Consultant to join our team.
The estimated salary for this position is between $120,000 and $200,000 per year, depending on experience and qualifications.
About the JobThis role will involve providing high-level investment advice to ultra-high net worth clients within the United States. The successful candidate will work closely with senior team members to deliver tailored investment solutions that meet the clients' needs.
Key responsibilities will include:
- Providing market guidance and analysis to internal and external clients;
- Preparing investment policy statements for prospective clients;
- Analyzing economic trends and advising clients on their impact on portfolios;
- Developing relationships with bankers and clients to drive growth in the asset base;
- Executing trades and implementing investment solutions;
Requirements for the position include:
- At least 2 years of relevant experience in the financial industry;
- A strong financial background and excellent communication skills;
- The ability to work independently and as part of a team;
- Client Advisor Competency Standards - Assessments I & II;
- A clear regulatory, legal, and compliance history;
- A Bachelor's/University degree or equivalent experience;
We offer a competitive benefits package and opportunities for professional development. If you are a motivated and experienced investment professional looking for a challenging role, please submit your application.
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