Avp, Investment Counselor

At **Citi**, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them meet their biggest opportunities and face the world's toughest challenges.

**Shape your Career with Citi**

**Citi Private Bank (CPB)**is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth.

Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

- Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
- Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
- We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

**In this role, you’re expected to**
- Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
- 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.
- Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.
- Partner with Bankers to prospect for new investment business
- 5-8 years of experience
- Experience in providing investment advice and solutions.
- CFA or other advanced degree a plus.
- Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required.**Job Family Group**:
Private Client Product Services
- **Job Family**:
Investment Counselor
- **Time Type**:
Full time
- **Most Relevant Skills**

Please see the requirements listed above.
- **Other Relevant Skills**

For complementary skills, please see above and/or contact the recruiter.-
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