Lead Investment Strategy Counselor

Position: Lead Investment Strategy Counselor at Citi
Citi is looking for a Lead Investment Strategy Counselor to spearhead investment initiatives and enhance client portfolios for Ultra High Net Worth clientele. This full-time position requires strong leadership and industry expertise.

In this vital role, you will oversee multiple teams while strategizing to grow investment revenue. Your strong understanding of capital markets will support tailored advice for clients seeking growth in their portfolios. By collaborating with Bankers and utilizing in-depth financial knowledge, you will reinforce Citi's reputation as a leader in private banking.

Key Responsibilities:

• Drive revenue and asset growth for Ultra High Net Worth clients

• Conduct detailed investment and risk assessments for clients

• Establish regular communication with clients regarding market trends

• Enhance client relationships with tailored investment strategies

• Support cross-selling of products within the organization

Requirements:

• Over 15 years of investment-related experience

• Proven management track record in investments

• Advanced degrees such as CFA or MBA beneficial

• Familiarity with various asset classes and markets

• Effective communicator for complex financial concepts

Excel as a Lead Investment Strategy Counselor at Citi, where your expertise will directly influence client success and satisfaction.
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