The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business.
Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level.
Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers.
Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy.
Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team / project.
The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.
The Private Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world.
The Private Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world’s billionaires and their families.
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.
In-depth analysis with interpretive thinking will be required.
Grade : All Job Level - All Job FunctionsAll Job Level - All Job Functions - LU
Time Type : Full time
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Minority / Female / Veteran / Individuals with Disabilities / Sexual Orientation / Gender Identity.
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