Senior Investment Counselor Lead Role

Drive investment growth and portfolio management with Citi Private Bank as a Senior Investment Counselor Team Lead. Champion strategic client relationships and elevate investment performance for Ultra High Net Worth clients.
In this leadership role at Citi, you will manage teams and shape the investment direction for the Private Bank. With at least 15 years of experience, your expertise in investment advisement and management is crucial to guiding clients in navigating complex financial landscapes. You will implement strategies, oversee portfolio construction, and foster collaborative relationships with internal stakeholders to uncover new business opportunities.
Key Responsibilities:
• Lead and grow investment revenue for Ultra High Net Worth clients
• Conduct quarterly investment and business reviews with clients
• Arrange direct access to trading desks for client benefit
• Identify cross-selling opportunities in various bank sectors
• Facilitate strategic asset ...