Managing Director, Investment Counselor, Beverly Hills

Citigroup

Private Banking

90209 Beverly Hills, CA - United States

Vice President

Experteer Overview

In this role you will cultivate ultra-high-net-worth (UHNW) client relationships and provide sophisticated investment guidance. You will combine traditional and alternative investments with wealth planning to deliver tailored solutions, working with cross-functional partners to scale a private-banking practice. Your expertise will shape market insights, risk-aware decision making, and compliant client service in a global, high-impact environment. This is an opportunity to lead strategic relationships and drive growth for Citi Private Bank.

Compensation / Benefits

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off
paid holidays

Responsibilities

Establish, grow and manage investment relationships with UHNW clients
Oversee implementation and oversight of investment solutions and provide market guidance
Cultivate trusted relationships with existing clients and bring in new UHNW clients
Leverage internal partners to support client needs and cross-sell services
Build and manage a practice focused on deepening client relationships with appropriate investment advice
Combine knowledge of traditional and alternative investments with wealth planning to optimize service
Work across currencies, assets, markets and jurisdictions
Advise on brokerage activity and execute trades with clients
Assess risk and ensure compliance with laws, rules, and internal policies; escalate and manage control issues with transparency
Collaborate in a team-oriented environment to align with Citi Private Bank goals

Key requirements

15+ years of experience
Extensive investment advice and solutions experience
CFA, MBA degree or other advanced degree a plus
Advanced judgment and in-depth analysis to develop innovative solutions
S7, S66 (or 63 & 65) & S31; SIE prerequisite to S7
Bachelor's degree; Master's degree preferred

Excellent communication skills Collaborative and team-oriented Entrepreneurial mindset Investment advisory and solutions Knowledge of traditional and alternative investments Wealth planning and private banking services

Description

In this role you will cultivate ultra-high-net-worth (UHNW) client relationships and provide sophisticated investment guidance. You will com…

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