Managing Director, Investment Counselor Team Lead

Responsibilities

• Lead produce growth in investment revenue and AUMs with Ultra High Net Worth clients.
• Experienced in constructing and overseeing investment portfolios as well as delivering advice and guidance on markets and actionable investment ideas.
• Credibility to cultivate trusting, productive relationships with key partners throughout CPB and the wider Citi.
• Entrepreneurial and capable of bringing in new clients/investment management mandates to the bank.
• Instill collaborative and team-oriented behavior, leveraging a wide array of product and other specialists to broaden investment relationships and add value to clients.
• Function as the primary client contact and trusted investment advisor for clients.
• Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker.
• Arrange and lead regular (quarterly) investment and business reviews with assigned clients.
• Actively look for cross sell opportunities in other areas of the bank.
• Minimize client’s and Private Bank’s exposure to risk by observing suitability policies and monitoring changes in client’s financial condition as well as industry and economic trends.
• Oversee and coordinate the portfolio construction and implementation of investment mandates.

• 10+ years of experience
• Robust experience in providing investment advice and solutions as well as managerial experience.
• Bachelor's degree
• Prior managed investment experience with a strong ability to explain and implement asset allocation and individual asset classes.
• Ability to articulate and advocate the house view of Citi and CPB as well as the investments Citi recommends.
• US Only: S7, S66 (or 63 & 65) & S3;
  
  NOTE:
  
  Securities Industry Exam (SIE is a prerequisite to the S7)