Wealth - Investment Counselor - Senior Vice President

Citi; Atlanta (GA); On-site; USD 174,320 - 261,480; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) plan

Paid time off packages

Job summary

Citi is seeking a Senior Lead Investment Counselor in Atlanta, Georgia to provide expert investment counsel and manage investment relationships with ultra-high net worth clients. The role involves staff management, resource allocation, and significant responsibilities over technical strategy.

The ideal candidate should possess a strong analytical background, excellent relationship management skills, and at least 10 years of experience in investment advisory roles. A bachelor’s degree is required, while advanced degrees are a plus. Competitive benefits and a salary range of $174,320 to $261,480 are offered.

Qualifications

• 10+ years of experience in investment counseling.
• Experience with ultra-high net worth clients.
• Advanced degrees (FA, MBA) preferred.

Responsibilities

• Act as the primary client contact and advisor.
• Build and manage investment practices.
• Provide advice on traditional and alternative investments.
• Ensure compliance with laws and regulations.

Skills

Investment advice

Client relationship management

Analytical skills

Negotiation

Education

Bachelor's degree

Master's degree

Job description

The Investment Counselor Senior Lead is a strategic professional who closely follows the latest trends in their field and adapts them for application within their job and the business. They provide expert investment counsel, negotiate at senior levels, and guide and influence colleagues and occasional external customers. The role carries significant responsibility over technical strategy and affects a sub‑function. It also includes staff management, resource allocation, and stakeholder engagement.

Responsibilities

• Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra‑high net worth clients. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra‑high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
• An individual in this role will be expected to:
• Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product‑specific 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 centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
• Combine in‑depth 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 look for cross‑sell opportunities in other areas of the bank, in particular lending, trust and institutional markets solutions.
• Partner with Bankers to prospect for new investment business.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 10+ years of experience
• 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 comparing and selecting complex alternatives. In‑depth analysis with interpretive thinking will be required.
• US Only: S7, S63 (or S66) and S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Education

• Bachelor’s/University degree
• Master’s degree preferred

Salary Range

$174,320.00 - $261,480.00

Benefits

In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental, vision coverage; 401(k); life, accident and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave) and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level and date of hire.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.