Investment Counselor Sr. Lead

Job Description

Investment Counselor Lead – Director | Citigroup Inc.

The Tone:
This is a full-time role at Citigroup Inc., located in Jacksonville, FL. Citigroup’s Private Bank, part of the Institutional Clients Group, delivers a wide range of investment strategies, banking, lending, and specialized services to ultra-high net worth clients globally. This strategic Investment Counselor Lead position requires adapting market trends, providing authoritative advice, and significantly impacting business results. The role is crucial for establishing, growing, and managing key investment relationships, requiring strong communication and an entrepreneurial drive to expand the client base.

The TL;DR
• Role: Full Time
• Type: Full time
• Location: In-person, Jacksonville, FL, USA
• Pay: $200000–$300000 yearly
• Team: Investment Counselor team within the Private Client Product Services Job Family Group
• Mission: Function as the primary client contact and trusted investment advisor for ultra-high net worth clients, determining suitability and providing portfolio advice.

What You’ll Actually Do
• Client Advisory: Function as the primary client contact and trusted investment advisor, providing direct selling, product-specific opportunities, portfolio advice, and after-sales execution.
• Client Acquisition: Introduce new ultra-high net worth clients to Citi Private Bank by leveraging existing client relationships, local network, and investment experience.
• Practice Management: Build and manage a successful practice centered on deepening client relationships through appropriate investment advice and solutions.
• Investment Execution: Engage and advise clients on brokerage activity, executing trades seamlessly across currencies, asset classes, markets, and jurisdictions.
• Cross-Selling and Prospecting: Actively look for cross-sell opportunities in other areas of the bank, such as lending, trust, and institutional markets solutions, and partner with Bankers to prospect for new investment business.

The Must-Haves
• Background: Bachelor’s/University degree with robust experience in providing investment advice and solutions to ultra-high net worth clients.
• Experience: 10+ years of experience, demonstrating the ability to make complex judgments and solutions based on sophisticated analytical thought and interpretive thinking.
• Skills: US Only: S7, S63 (or S66), and S31 securities licenses; excellent communication and diplomacy skills for internal negotiation and external client interaction; entrepreneurial capability to cultivate new relationships and collaborative team orientation.
• Bonus: FA, MBA degree, or other advanced degree.