Senior Portfolio Advisor: Strategy & Client Engagement

Citi; Beverly Hills (CA); On-site; USD 170,000 - 300,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citi is looking for a Senior Portfolio Advisor in Beverly Hills, California. The ideal candidate will have 10+ years of experience in developing investment strategies and strong communication skills. Responsibilities include driving messaging for the CIO Team, collaborating on business development, and participating in the investment process.

The role demands a high degree of adaptability and a commitment to delivering exceptional results in a dynamic environment. Attractive benefits include comprehensive medical coverage and paid time off.

Qualifications

• 10+ years of experience in investment strategy.
• Excellent communication skills in English.
• Deep knowledge of markets and portfolio construction.

Responsibilities

• Drive messaging around CIO Team’s strategy and performance.
• Collaborate on business development and strategic planning.
• Participate in the investment process and underwriting recommendations.

Skills

Investment strategy development

Market knowledge

Communication skills

Interpersonal relationship management

Attention to detail

Education

Bachelor's Degree

Master's Degree

Job description

Citi is looking for a Senior Portfolio Advisor in Beverly Hills, California. The ideal candidate will have 10+ years of experience in developing investment strategies and strong communication skills. Responsibilities include driving messaging for the CIO Team, collaborating on business development, and participating in the investment process.

The role demands a high degree of adaptability and a commitment to delivering exceptional results in a dynamic environment. Attractive benefits include comprehensive medical coverage and paid time off.