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Citi Private Bank - Investment Counselor - San Francisco, CA at Citi

Palo Alto, California, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Mar, 26

Salary

0.0

Posted On

13 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Advice, Wealth Planning, Private Banking, Quantitative Analysis, Qualitative Analysis, Client Engagement, Cross-Marketing, Brokerage Activity, Trade Execution, Alternative Investments, Traditional Investments, Team Collaboration, Problem Solving, Advanced Judgment, CFA, MBA, Securities Licenses

Industry

Financial Services

Description

Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners. 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. 15+ years of experience Extensive experience in providing investment advice and solutions. CFA, MBA degree or other advanced degree a plus. Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.ated areas. US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7) Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 19, 2025 ------------------------------------------------------

Responsibilities

The Investment Counselor will provide advanced judgment and conduct in-depth analysis to develop innovative investment solutions. They will build and manage client relationships while advising on brokerage activities and executing trades.