
Investment Counselor - Private Bank
At Citi, we are searching for a highly experienced Investment Counselor to join our Private Bank team. In this role, you will be responsible for facilitating and providing tailored advice to clients on their investment strategies. We are looking for an individual who is a highly-motivated problem solver, adept at developing strong relationships with clients, and committed to delivering excellent customer service.To be successful in this role, you must have a Bachelor’s degree in a relevant field such as finance, economics, accounting, or business, as well as at least 10 years of experience in the financial services industry. You must also have strong knowledge of investment strategies, portfolio management, capital markets, and financial planning. A CFA, CFP, or other relevant certification is a plus. If you are a team player who is highly organized and able to adhere to compliance and regulatory requirements, then we want to hear from you. We are looking for a highly experienced and reliable Investment Counselor who is committed to providing exceptional customer service and helping our clients achieve their investment goals.
Or Related Field
Accounting
Economics
Excellent Analytical And Problem-Solving Skills
Bachelor's Degree In Finance
Proven Experience As An Investment Counselor
Knowledge Of Banking Policies And Regulations
In-Depth Knowledge Of Financial Products
Outstanding Organizational And Time-Management Skills
Strong Communication And Interpersonal Skills
Ability To Manage Multiple Clients And Portfolios.
Risk Management
Financial Analysis
Investments
Finance
Forecasting
Relationship Management
Analytics
Portfolio Management
Regulatory compliance
Market analysis
Client Relations
Due Diligence
Asset allocation
Asset Selection
Client Education
Communication
Leadership
Time management
Interpersonal Skills
creativity
Organization
self-motivation
flexibility
Teamwork
Problem-Solving
According to JobzMall, the average salary range for a Investment Counselor - Private Bank in New York, NY, USA is $84,139 - $170,326. This range is based on the salary data available from various sources.
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Citigroup, Inc. is a global financial services holding company specializes in banking and financial solutions. It offers a range of products and services among individuals, corporations, governments and institutions such as savings, checking, online banking, individual retirements accounts, credit cards; personal, student, and commercial real estate loans, cash management services, home equity, and bill consolidation, as well as online banking services, cash management, transactions, trade, securities, and fund services.

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