Investment Counselor - Citi Private Bank

Citi; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Citi is seeking an Investment Counselor in New York City to manage investment relationships with ultra-high net worth clients. The successful candidate will need robust experience in investment advice, strong analytical skills, and a minimum of 10 years in the field.

This role emphasizes managing client relationships and offering actionable investment ideas across various asset classes, ensuring optimized client services, and engaging in cross-selling opportunities.

Qualifications

• 10+ years of experience providing investment advice and solutions.
• Robust experience in offering investment advice.
• HKMA license is required.

Responsibilities

• Establish and grow investment relationships with ultra-high net worth clients.
• Provide advice on markets and actionable investment ideas.
• Leverage existing client relationships and investment experience.

Skills

Investment advice

Client relationship management

Analytical skills

Cross-selling investment products

Education

Bachelor's or university degree

Master's degree preferred

Job description

Investment Counselor - Citi Private Bank

Job Overview

At Citi, we connect millions of people across hundreds of cities and countries every day. We provide a broad range of financial services and products to help clients meet their biggest opportunities and face the world’s toughest challenges.

Citi Private Bank is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer services to more than 14,000 ultra-high net worth clients.

We’re currently looking for a high caliber professional to join our team as an Investment Counselor in Hong Kong.

Responsibilities

• Investment Counselors will be distinguished and highly accomplished at establishing, growing, and managing investment relationships with ultra‑high net worth clients, providing advice on markets and actionable investment ideas.
• Serve as the primary client contact and trusted investment advisor, including direct selling, determining suitability, identifying product opportunities, portfolio advice, and after‑sales execution in partnership with the Banker team.
• 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 focused on deepening relationships by providing appropriate investment advice and solutions.
• Combine deep 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.
• Actively seek cross‑sell opportunities in other areas of the bank, particularly lending, trust, and institutional markets solutions.
• Partner with Bankers to prospect for new investment business.
• Appropriately assess risk when business decisions are made, considering the firm’s reputation and safeguarding Citigroup’s clients and assets.

Requirements / Qualifications

• Bachelor’s or university degree; Master’s degree preferred.
• 10+ years of experience providing investment advice and solutions.
• Robust experience in offering investment advice and solutions.
• FA, MBA, or other advanced degree is a plus.
• Capability to make complex judgments based on sophisticated analytical thought.
• HKMA license required.

Certifications & Mandatory Checks

This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference‑checking arrangement designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme’s principles.

Equal Opportunity Statement

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.

Accessibility Statement

View Citi’s EEO Policy Statement and the Know Your Rights poster.