Investment Counselor
1 month ago
At Citi, we're committed to helping you achieve your career goals and make a meaningful impact in the financial industry. As an Investment Counselor, you'll play a vital role in shaping the financial futures of our clients, providing expert guidance and advice to help them achieve their goals.
Key Responsibilities:- Develop and maintain strong relationships with clients, understanding their unique needs and goals.
- Provide expert investment advice and guidance, leveraging your knowledge of financial markets and products.
- Collaborate with cross-functional teams to deliver comprehensive wealth management solutions.
- Stay up-to-date with market trends and developments, applying your expertise to drive business growth and success.
- 6-10 years of experience in product sales, with a strong understanding of financial services and product solutions.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Bachelor's/University degree, with a Master's degree preferred.
Citi is a global bank with a long history of innovation and excellence. We're committed to diversity, equity, and inclusion, and we're proud to be an equal opportunity employer. If you're passionate about finance and committed to excellence, we encourage you to apply for this exciting opportunity.
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