Investment Counselor - Citi Private Bank
Citi(1 month ago)
About this role
The Investment Counselor Sr. Lead at Citi Private Bank is a senior strategic advisor specializing in investment services for ultra-high net worth clients (minimum $25M). The role provides deep subject-matter expertise across traditional and alternative investments and contributes to technical strategy within the Private Bank. It is a senior position that influences internal stakeholders and supports the Private Bank’s investment capabilities.
Required Skills
- Investment Advice
- Client Relationships
- Portfolio Advice
- Wealth Planning
- Alternative Investments
- Trade Execution
- Cross Selling
- Risk Assessment
- Communication
- Team Management
+1 more
Qualifications
- Bachelor's Degree
- Master's Degree
- MBA
- FA
- Series 7
- Series 63
- Series 66
- Series 3
- SIE
- 10+ Years Experience
About Citi
citi.comCitibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.
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