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Investment Relationship Manager for Ultra-High Net Worth Clients
1 month ago
We are seeking a highly accomplished Investment Counselor to join our team at Citi Private Bank. As a key member of our institution, you will be responsible for establishing, growing, and managing investment relationships with ultra-high net worth clients worldwide.
With a strong background in financial services and a proven track record of success, you will leverage your expertise to provide tailored investment advice and solutions to meet the unique needs of our discerning clients. Your ability to cultivate trusting relationships, identify new business opportunities, and drive cross-selling initiatives will be essential in driving growth and revenue for our organization.
The ideal candidate will possess a deep understanding of traditional and alternative investments, wealth planning, and private banking services. You will have excellent analytical and communication skills, with the ability to effectively collaborate with internal partners and external clients. A solid understanding of industry standards and practices, as well as relevant regulatory requirements, is also expected.
This role offers a rare opportunity to work with a global leader in the financial services industry, where you will be empowered to make a meaningful impact on the lives of our clients and contribute to the company's continued success. If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply.
