Senior Investment Counselor & Wealth Solutions VP

Citi; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

Citi is seeking a Vice President Investment Counselor for the Onshore market in New York. The IC will be the authority on investment products and market trends, communicating views to clients and internal teams. You will formulate investment proposals that best suit client needs and lead cross-functional efforts to grow wallet share.

Ideal candidates have 10–15 years in investment product sales, strong client-facing skills, and relevant licenses. Bachelor’s degree required; Master’s preferred.

Qualifications

• 10-15 years of experience in investment product sales.

Responsibilities

• Serve as primary client contact and trusted investment advisor for clients.
• Deliver investment proposals and tailor solutions for high net worth clients.
• Collaborate with Market Managers and Relationship Managers serving Onshore clients.
• Ensure risk controls and compliance in client engagements.

Skills

Investment product sales

Client relationship management

Interpersonal communication

Licensing knowledge

Education

Bachelor’s degree

Master’s degree preferred

Job description

Citi is seeking a Vice President Investment Counselor for the Onshore market in New York. The IC will be the authority on investment products and market trends, communicating views to clients and internal teams. You will formulate investment proposals that best suit client needs and lead cross-functional efforts to grow wallet share.

Ideal candidates have 10–15 years in investment product sales, strong client-facing skills, and relevant licenses. Bachelor’s degree required; Master’s preferred.