Senior Investment Counselor Team Leader

Citi is seeking a Senior Investment Counselor Team Lead to drive investment growth for Ultra High Net Worth clients. This leadership role requires expertise in portfolio construction and strategic advisory.

As a pivotal figure in investment management at Citi, you will oversee teams while enhancing investment solutions and driving revenue growth. Your responsibilities will involve developing strategic asset allocations and building strong relationships with clients and key partners. You will leverage your extensive experience to educate clients on market opportunities and ensure their needs align with investment products offered.

Key Responsibilities:

• Lead initiatives to boost revenue and AUMs for high net worth clients

• Conduct quarterly investment reviews with clients and stakeholders

• Implement strategic asset allocation aligned with client risk profiles

• Identify and promote cross-selling opportunities within the bank

• Provide informed portfolio advice and guidance based on market trends

Requirements:

• 15+ years of relevant investment experience

• Proven managerial experience in the financial sector

• Relevant certifications: CFA or advanced degree preferred

• Strong understanding of capital markets and asset classes

• Ability to communicate complex strategies effectively

Utilize your robust investment knowledge to guide clients and influence strategic outcomes at Citi.
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