9 days old

Investment Counselor, Citi Wealth at Work: Asset Manager Group

Citigroup
New York, NY 10176
The Investment Counselor for Citi Global Wealth Management "Wealth at Work" will serve as lead Investment Counselor for clients within the newly-formed Asset Manager Group ("AMG") vertical. Clients of AMG are high net worth career professionals in Traditional and Alternative Asset Management including Private Equity and Hedge Funds.


**Responsibilities:**


+ Investment counselors joining Citi will be distinguished and highly accomplished at establishing, growing and managing investment relationships with high net worth clients.They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing clients, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.

+ Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.

+ Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.

+ Work across currencies, asset classes, markets and jurisdictions

+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


**Qualifications:**


+ 15+ years of experience

+ Extensive experience in providing investment advice and solutions.

+ CFA, MBA degree or other advanced degree a plus.

+ Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.ated areas.

+ US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)


**Education:**


+ Bachelor's/University degree, Master's degree preferred


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


**Job Family Group:**


Private Client Product Services

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


**Job Family:**


Investment Counselor

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


**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:

Investment Counselor, Citi Wealth at Work: Asset Manager Group

Citigroup
New York, NY 10176

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast