Investment Counselor Team Lead
Citi(1 month ago)
About this role
The Investment Counselor Group Manager at Citi Private Bank leads multiple investment teams and executes functional strategy within Private Client Product Services. The role focuses on advising Ultra High Net Worth clients and driving investment revenue and growth in assets under management. It requires deep industry knowledge, senior-level communication, and strong leadership to influence strategy across the business.
Required Skills
- Investment Advice
- Portfolio Construction
- Asset Allocation
- Capital Markets
- Client Relationships
- Risk Management
- Trading
- Leadership
- Communication
- Cross-Selling
+1 more
Qualifications
- Bachelor's Degree
- Master's Degree
- MBA
- CFA
- SIE
- Series 7
- Series 66
- Series 63
- Series 65
- Series 31
+3 more
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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