Ultra-High Net Worth Investment Counselor

Chicago, Illinois
commensurate with experience
30 Sep 2021
29 Nov 2021
Employment Type
Full Time

Citi Private Bank (CPB) is a leading global wealth advisor to the largest and most successful entrepreneurs, family offices, and endowments and foundations.  The Investment Counselor plays an integral role as the primary person for investments coverage for clients and prospects.  A strong understand of all managed asset classes, including traditional equity and fixed income markets, as well as alternative assets classes of hedge funds and private equity is required.  In addition, strong knowledge and experience in capital markets, including interest rates, foreign exchange and commodities is required.  Excellent communication skills are also a necessity to effectively provide salient advice to clients and internal partners.  The investment counselor provides insights and advanced judgment on asset allocation and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Citi Private Bank’s objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients around the globe.


o   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.

o   Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.

o   Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.

o   Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.

o   Work across currencies, asset classes, markets and jurisdictions

o   Engage and advise clients on brokerage activity and execute trades seamlessly.

o   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.


o   10+ years of relevant experience

o   Extensive experience in providing investment advice and solutions

o   CFA, MBA degree or other advanced degree a plus

o   Series 7, 66 (or 63 & 65) and 31 licenses; NOTE: Securities Industry Exam (SIE is a prerequisite to the Series 7)


o   Bachelor's/University degree; Master's degree preferred

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