Investment Counselor, Director - Citi Private Bank

Citigroup Inc.; Vancouver; On-site; CAD 120,000 - 150,000; Full time

Job summary

A major financial services company in Vancouver is seeking an experienced Investment Counselor Principal to manage and grow investment relationships with ultra-high net worth clients. The ideal candidate will have over 15 years of experience in investment advice, strong analytical skills, and the ability to build trustworthy client relationships. This role promises significant challenges and rewards in a dynamic environment.

Qualifications

• 15+ years of experience in investment advising and client management.
• Extensive experience in providing investment advice and solutions.
• Advanced judgment and analytical skills required.

Responsibilities

• Establish and manage investment relationships with ultra-high net worth clients.
• Provide advice on markets and actionable investment ideas.
• Work across currencies and asset classes to optimize client service.

Skills

Investment relationship management

Analytical problem-solving

Client relationship building

Excellent communication

Education

CFA or MBA degree

Bachelor's degree

Job description

Overview

The Investment Counselor Principal is a strategic professional who closely follows the latest trends in the field and adapts them for application within the role and the business. Recognized subject matter expert within one area with strong commercial awareness. An acknowledged authority both within and outside the area of expertise. Typically a small number of people within the business provide the same level of expertise. Excellent communication skills are required to negotiate internally, often at a senior level, and some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Thinks beyond existing solutions, assumptions, or current knowledge in sophisticated areas. Has significant impact on a function and/or the business through decisions that determine technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US.

Responsibilities

• Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-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 ultra-high net worth clients of Citi Private Bank, 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.
• Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
• 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.
• Engage and advise clients on brokerage activity and execute trades seamlessly.
• 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. Must think beyond existing solutions, assumptions or current knowledge of sophisticated 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

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 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, please review the Accessibility at Citi resources.