Citi

Investment Counselor - Private Bank

Citi

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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.

Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • 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.

Required Skills
  • 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

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • self-motivation

  • flexibility

  • Teamwork

  • Problem-Solving

Compensation

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.

Additional Information
Citi is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 7th, 2023
Apply BeforeMay 22nd, 2025
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About Citi

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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