12 days old

Family Office Advisory Principal

Citigroup
New York, NY 10176
Family Office Advisory covers the creation and operation of family offices and the full spectrum of advisory services, including wealth planning and structuring, philanthropy, art, and aircraft. The Family Office Advisory Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business.


**Responsibilities:**


+ Enhance new client acquisition, reinforce client retention, and drive revenue growth especially with family offices where advisory services will be considered a key differentiator by the client.

+ Be available to meet with clients and prospects to support banker and regional engagements and to deepen existing relationships and drive new client acquisitions.

+ Assess client requirements globally and identify the right solution for the clients regionally, within Citi Private Bank and the broad Citi franchise.

+ Performance will be based upon business and client growth objectives, and successful partnering with colleagues

+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy

+ Apply sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency


**Qualifications:**


+ 9+ years of experience

+ Extensive experience working in a senior capacity (investment, legal, financial) in a family office or as an advisor to UNHW clients

+ Legal and tax background a plus

+ Foreign language skills a plus

+ Exposure to family foundations and/or family businesses is a plus

+ Exceptional consultative and problem solving skills, enabling the candidate to comprehend and articulate


**Education:**


+ Advance degree (MBA, JD, or Master's) preferred


-------------------------------------------------


**Job Family Group:**


Private Client Coverage

-------------------------------------------------


**Job Family:**


Family Office

------------------------------------------------------


**Time Type:**


Full time

------------------------------------------------------


Citi is an equal opportunity and affirmative action employer.


Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .


View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .


View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .


View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)


-----------------------------


Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Categories

Posted: 2022-05-13 Expires: 2022-06-12

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Family Office Advisory Principal

Citigroup
New York, NY 10176

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast