Wealth , Managing Director, Investment Counselor Team Lead, West Region

Position: Wealth at Work, Managing Director, Investment Counselor Team Lead, West Region
Job d:

Location:

San Francisco, California, United States Salary: $ - $Category:
Private Client Product Services, Executive, Wealth Company:
Citi The Investment Counselor Grp Mgr is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity.

Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the end results of an area. Exercises control over resources, policy formulation and planning. Primarily affects a sub-function. Involved in short- to medium-term planning of actions and resources for own area.
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 in 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.

They will have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market solutions, and traditional and alternative investments.  Candidates for this position will be able to instill collaborative and team-oriented behavior, and to leverage a wide array of product and other specialists, as well as other divisions within Citigroup, to broaden investment relationships and add the most value to clients.

Understand how to align products and other investment solutions with asset allocation targets, risk management parameters and client goals. As the CPB and Citi product platforms are unusually broad and deep, the candidate must have a strong ability to coach experienced ICs and colleagues in the best ways to apply products to serve clients. CPB employs a team-based client coverage model, and the candidate will demonstrate an ability to partner very closely and effectively with management colleagues in order to coach, support and motivate client-facing professionals.

Demonstrating such partnership with the Banking Regional Head, and with other product leaders in Investments and beyond, is essential.  For those clients covered directly by the candidate, 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) 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 others areas of the bank, in particular lending, trust and institutional markets solutions, etc. Partner with Bankers to prospect for new investment business Understand the investment needs of assigned clients (i.e. return expectation, risk appetite, time horizon, liquidity needs, etc.) and ensure that positions are in line with client risk profiles.  Minimize the…