UHNW Investment Counselor | Private Banking Lead

Citi; Houston (TX); On-site; USD 187,000 - 280,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401(k) plan

Paid time off

Job summary

Citi Private Bank in Houston seeks an Investment Counselor Sr. Lead to lead ultra-high net worth client relationships, provide strategic investment advice, and drive cross-selling across Citi Private Bank and other bank divisions.

The role requires exceptional communication, diplomacy, and extensive investment experience with a global, cross-border client base. The position is full-time in Houston, offering competitive benefits and a comprehensive compensation package.

Qualifications

• 10+ years of experience required.
• Robust experience in providing investment advice and solutions.
• FA, MBA degree or other advanced degree a plus.
• Requires complex judgments and solutions based on sophisticated analytical thought.
• US Only: S7, S63 (or S66) and S3; SIE prerequisite to S7.

Responsibilities

• Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product opportunities and portfolio advice.
• Leverage existing client relationships to introduce new ultra-high net worth clients to Citi Private Bank.
• Build and manage a practice centered on deepening relationships by providing investment advice and solutions.
• Combine 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.
• Partner with Bankers to prospect for new investment business and ensure compliance with laws and regulations.

Education

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

Job description

Citi Private Bank in Houston seeks an Investment Counselor Sr. Lead to lead ultra-high net worth client relationships, provide strategic investment advice, and drive cross-selling across Citi Private Bank and other bank divisions.

The role requires exceptional communication, diplomacy, and extensive investment experience with a global, cross-border client base. The position is full-time in Houston, offering competitive benefits and a comprehensive compensation package.