Executive · 2 days ago
Citi Private Bank - UHNW Investment Counselor - Director / MD
Dallas, TX
Full-time
Onsite
Director/Executive
$200K/yr - $500K/yr
15+ years expCiti Private Bank is dedicated to enhancing its ability to build relationships with ultra-high net worth clients in the US. The Investment Counselor Principal will leverage existing client relationships and networks to manage investment solutions and provide strategic advice, ensuring compliance and risk assessment in all business decisions.
CommercialFacilities Support ServicesIndustrial
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
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
Executive
Executive delivers commercial facility services to some of the largest organizations located in the Mid-Atlantic and Northeast regions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Frank Schembre
Chairman & Founder
Company data provided by crunchbase