UHNW Wealth & Investment Advisor

Citi; Chicago (IL); On-site; USD 200,000 - 500,000; Full time

Job summary

Citi Private Bank is seeking an Investment Counselor to build and manage investment relationships with ultra-high-net-worth clients in the US, leveraging deep market knowledge and a broad suite of traditional and alternative investments.

The role requires extensive investment advisory experience, strong communication across senior internal and external stakeholders, and the ability to navigate currency, asset classes and jurisdictions.

Qualifications

• 15+ years of experience in investment counseling.
• Extensive experience in providing investment advice and solutions.
• CFA, MBA degree or other advanced degree a plus.
• US Only: S7, S66 (or 63 & 65) & S31; SIE prerequisite to S7.

Responsibilities

• Establish, grow and manage investment relationships with ultra-high-net-worth clients.
• Independently advise on markets and actionable investment ideas.
• Bridge traditional and alternative investments with wealth planning and private banking services.
• Collaborate with internal partners to optimize client service and cross-marketing opportunities.

Skills

Investment advisory

Client relationship

Advanced analysis

Education

Bachelor’s degree; MBA preferred

Job description

Citi Private Bank is seeking an Investment Counselor to build and manage investment relationships with ultra-high-net-worth clients in the US, leveraging deep market knowledge and a broad suite of traditional and alternative investments.

The role requires extensive investment advisory experience, strong communication across senior internal and external stakeholders, and the ability to navigate currency, asset classes and jurisdictions.