Investment Counselor Team Lead

Position: Investment Counselor Team Lead at Citi
Join Citi Private Bank as an Investment Counselor Team Lead and influence investment strategies for Ultra High Net Worth clients. Leverage your leadership skills and extensive industry knowledge to drive results.

Leading teams in a strategic capacity, you will further the investment goals of the Private Bank, with a focus on client satisfaction and portfolio performance. This role requires over 15 years of industry experience and a thorough understanding of market dynamics and investment solutions. Regularly engage with high-level clients while executing Citi’s functional strategies in investment management.

Key Responsibilities:

• Implement strategic account planning with Banker partnerships

• Provide ongoing portfolio advice and oversight

• Facilitate client access to market insights and trading resources

• Detect and act on clients' unexpressed investment needs

• Ensure compliance with suitability and credit policies

Requirements:

• Minimum of 15 years’ experience in investment advisory

• CFA, MBA, or equivalent degree advantageous

• Extensive knowledge of capital markets and asset allocation

• Required securities licenses for US positions

• Capable of distilling complex market insights for clients

Advance your investment career with Citi and lead impactful financial strategies.
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