Investment Counselor (Law Firm Group) - Chicago

Chicago, IL, USA
Feb 03, 2019
Feb 06, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • Primary Location: United States,Illinois,Chicago
  • Education: Bachelor's Degree
  • Job Function: Relationship Management
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 10 % of the Time
  • Job ID: 18074369


About Citi
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi's Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop to are widely available to all.

Brief Description of the Organization CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world. In the past, Citi has provided most of its internal reporting on a business by business basis. With the changes in the regulatory environment, strong legal entity reporting and governance has become essential. This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment.
Description of the Position
Citi Private Bank's objective is to further enhance its ability to build relationships with, and service the investment needs of, appropriate potential and existing clients in the US.
Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with high net worth clients. They should be experienced in constructing and overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with the significant number of existing high net worth clients of Citi Private Bank. They will be entrepreneurial and capable of bringing in new clients/investment management mandates to the bank. They will have a solid understanding of the full range of investment products and services Citi Private Bank offers to clients, including, though not limited to, traditional and alternative investments. Candidates for these positions should be collaborative and team oriented, able to leverage a wide array of product and other specialists, as well as other divisions within Citigroup, to broaden investment management relationships and add the most value to private banking teams. They will ideally be involved in the cultural, business and philanthropic activities of their regions and will therefore possess and benefit from strong local networks. Investment counselors at Citi Private Bank will understand how to align products and other investment solutions with asset allocation targets, risk management parameters and client goals. Successful candidates will understand that the path to personal success lies in placing clients and Citi Private Bank first
Leverage existing client relationships, local network and investment experience/track record to introduce new high net worth clients to Citi Private Bank.
Build and manage a successful practice centered on deep relationships by providing potential and existing clients with appropriate investment advice and portfolio construction solutions to their needs, concerns and goals.
Combine an understanding of traditional and alternative investments with other elements of wealth planning and private banking products and services to optimize client service and cross-marketing opportunities.
Be able to work across currencies, asset classes, markets and jurisdictions as necessary and appropriate.
Understand how to interface with different constituencies and with all levels of management, as well as across geographies, product lines and divisions, to accomplish client goals and successfully grow one's practice.
Possess exceptional written and verbal communication and platform presentation skills and be actively engaged with clients and colleagues.
Help strengthen the Citi Private Bank culture by example.
Be able to build coalitions in a complex, global organization.
Be flexible and pragmatic.


Bachelor's degree.
Ideally, 10 or more years of relevant experience.
Ideally, Series 7 and 63 certification or equivalent.
CFA, MBA degree or other advanced degree a plus.

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