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Citi · 1 day ago

Citi Private Bank - UHNW Investment Counselor - Director / MD

Chicago, IL

Full-time

Onsite

Director/Executive

$200K/yr - $500K/yr

15+ years exp

Citi is a leading global bank, and they are seeking a Director/MD for their Private Bank's UHNW Investment Counselor role. The position involves establishing and managing investment relationships with ultra-high net worth clients, providing innovative investment advice, and ensuring compliance with applicable regulations.

BankingFinanceFinancial Services

H1B Sponsor Likely

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

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

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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Qualification

Investment adviceCFAAdvanced judgmentMBAIn-depth analysisSecurities licensesRelationship managementEntrepreneurial mindsetCommunication skillsTeam oriented

Required

15+ years of experience

Extensive experience in providing investment advice and solutions

Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions

US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Bachelor's/University degree

Preferred

CFA, MBA degree or other advanced degree a plus

Master's degree preferred

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)