Citi Private Bank | Investment Counselor | San Francisco & Palo Alto
$200k - $300kCitibank (Switzerland) AG
- # Citi Private Bank | Investment Counselor | San Francisco & Palo AltoApplyremote type: Hybridlocations: San Francisco California United States: Palo Alto California United Statestime type: Full timeposted on: Posted Todayjob requisition id: 26968175The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. 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 in the US. **Responsibilities:*** 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.* Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.* 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.* 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.**Qualifications:*** 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)**Education:*** Bachelor's/University degree, Master's degree preferred------------------------------------------------------## **Job Family Group:**Private Client Product Services------------------------------------------------------## **Job Family:**Investment Counselor------------------------------------------------------## **Time Type:**Full time------------------------------------------------------## **Primary Location:**San Francisco California United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$200,000.00 - $300,000.00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.------------------------------------------------------## **Most Relevant Skills**Please see the requirements listed above.------------------------------------------------------## **Other Relevant Skills**For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------## **Anticipated Posting Close Date:**------------------------------------------------------## **Automated Processing and AI** We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.Illinois residents – AI Notice and Right------------------------------------------------------*Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.**If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.*
- J-18808-Ljbffr Citibank (Switzerland) AG
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Citi Private Bank | Investment Counselor | San Francisco & Palo Alto in Brooklyn, NY vacancy
- Citi Private Bank in San Francisco and Palo Alto is seeking an Investment Counselor to lead relationships with ultra-high-net-worth clients, delivering tailored investment advice and solutions across markets and asset classes. The role requires 15+ years of experience,...Private
$100k - $170k
AWM, External Investing Group, Early-Stage Capital, Investment Associate - San Francisco location_on San Francisco, CA, United States... ...investment solutions across leading private equity funds, co-investment... ...of experience in investment banking, management consulting,...PrivateFull timeTemporary workPart timeWork at office- ...ideal for someone with 3 - 4 years of experience across investment banking, venture capital, private equity and/or strategic finance who wants broad... ...applicable law (by example, the requirements of the San Francisco Fair Chance Ordinance, where applicable). #J-18808-...PrivateFlexible hours
- ...design, where the experience is shared and public rather than private Have a strong grasp of model capabilities and work fluently with... ...it Have a creative, hacker spirit and love solving puzzles San Francisco and Seattle only The annual compensation range for this role is...PrivateWork at officeVisa sponsorshipFlexible hours
$155.6k - $306.8k
Position Summary Private Equity M&A... ...and perform role of counselor, actively participate... ..., validate the investment thesis, and improve... ..., broker-dealers, banks, insurance... ...Ordinance for Employers, City of Los Angeles’s Fair... ...Hiring Ordinance, San Francisco Fair Chance...PrivateOdd jobWork experience placementLocal area$189.2k - $372.9k
Position Summary Private Equity M&A Strategy &... ..., validate the investment thesis, and improve odds... ...managers, broker-dealers, banks, insurance companies,... ...Ordinance for Employers, City of Los Angeles’s Fair... ...for Hiring Ordinance, San Francisco Fair Chance Ordinance,...PrivateOdd jobWork experience placementLocal area- ...together to create new solutions What you'll be doing: As a Private Client Services (PCS) Staff I, you will be working along with... ...complete this application please email: ****@*****.*** Preferred Location: San Francisco #J-18808-Ljbffr EisnerAmperPrivateTemporary workWork at officeLocal area
$65 - $75 per hour
...Recruiter | Yoh *** W2 candidates only****Investment Systems Integrations Analyst with MDM/... ...- Hybrid - 3 days onsite in Jersey City NJ Familiar with MDM/Golden SourceHands... ...integrations and data flowsFinancial services - private banking, or investment management. Senior...PrivateWork at office- ...$100M revenue run rate. We're based in San Francisco and backed by leading investors including Altos Ventures, BoxGroup, and Y Combinator and... ...Qualifications 1-4 years of experience at a top investment bank, consulting firm, private equity firm, or in a highly analytical...PrivateWork at office
- California Bank & Trust is seeking a Private Banking Relationship Manager in San Francisco, CA. You will act as the principal account and relationship manager for new and... ...expanding business through loans, deposits, investments, and referrals. The role requires 8+ years...Private
$113.05k - $137.49k
...Analyst(1813)-Member Services-San Francisco Health Service System (ID #16... ...covered dependents of the City and County of San Francisco (... ...government agencies and various private entities to furnish and/or... ...Test Battery will be valid and 'banked' for three years, starting...PrivatePermanent employmentFull timeWork experience placementSecond jobLocal areaFlexible hours- KeyCorp in Auburn, WA seeks a Private Client Banker to manage client relationships with a plan-based approach, delivering... ...wellness guidance and referring solutions across investment, insurance, mortgage, and business banking as appropriate. The role focuses on developing new...Private
- ...asset. As technology innovators in the private market, our vision is to deliver a richer... ...role requires 2-3 days a week in office in San Francisco, CA. Responsibilities: 1. Trade... ...* Please confirm your current location, city and state. * Are you legally authorized...PrivateContract workFor contractorsFor subcontractorH1bWork at officeLocal areaWork visa2 days per week3 days per week
- Private Client Banker - Triple Crown - Union, KY Join to apply for... ...Private Client Banker in Branch Banking, you are the main point of... ...small businesses, nonprofits and cities grow, delivering solutions to... ..., mortgages, auto financing, investment advice, small business loans...PrivateFull timePart timeWork at officeImmediate startAfternoon shift
- ...across all asset classes.Job summary: As a Private Equity Fund Admin Associate, you will... ...capacityKnowledge of US GAAP for Investment Funds and a thorough understanding of Private... ...and today we are a leader in investment banking, consumer and small business banking, commercial...PrivateWork at office
$90k - $120k
...the House View and OCIO teams, supporting investment risk and liquidity management across... ...portfolios, incorporating both public and private market exposures.• Support the selection,... ...wealth manager and the leading universal bank in Switzerland. We also provide diversified...PrivateFull timeFlexible hours- ...make those gatherings happen, and today that person is drowning. Private events and group dining are an $80 billion market in the... ...of our platform. This is an in-office role 3-4 days/week in San Francisco. Key Responsibilities Onboarding Lead new customer onboarding...PrivateWork at officeLocal areaFlexible hours3 days per week
$65k - $80.2k
At U.S. Bank, we’re on a journey to do our best. Helping the customers... ...(WMA) position is the investment planning and investment and insurance... ...Extensive knowledge of private banking products and services... ...Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank...PrivateTemporary workWork experience placementLocal area$133.6k - $183.7k
...and execute acquisitions and strategic investments to support our corporate and product... ...in product management, investment banking, private equity, management consulting, corporate... ...AI. Databricks is headquartered in San Francisco, with offices around the globe and was...PrivateWork experience placementWorldwide- ...As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining,... ...written and verbal) in Portuguese ~3+ years of experience in the investment management industry Preferred Qualifications,...PrivateWork at office
Chase
Jersey City, NJ2 days ago $85k - $90k
...full landscape of wealth and well-being. Our services include investment advisory, as well as integrated planning and coordination across... ...market environment within asset classes (e.g. stocks, bonds, private equity, real estate, energy, and alternatives/absolute return)...PrivateSummer workWork at officeImmediate startFlexible hours$100.35k - $205k
...is relevant for public and private companies and range from tax... ...as well as through our own investments, commitments, and actions across... ...Ordinance for Employers, City of Los Angeles’s Fair Chance... ...Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and...PrivateWork at officeLocal area$120k - $160k
...being. Our services include investment advisory, as well as integrated... ...role supports the firm’s San Francisco, CA office. Position Overview... ...liaison to accountants, banks, attorneys, lenders and other... ...experience in wealth management, private banking, family office, or...PrivateWork at officeFlexible hours$156.5k - $230k
Job Description:At Bank of America, we are guided by a common purpose... ...cryptography (e.g., public/private key systems, hashing... ...Transparency detailsUS - CA - San Francisco - 315 Montgomery St - 315 Montgomery... ...(CA5704), US - NJ - Jersey City - 101 Hudson St - 101 Hudson...PrivateFull timeWork at officeDay shift$200k - $260k
...Ideally, this includes global custody, asset servicing, private banking, lending, investment management and knowledge of information technology/security... ...other protected status under federal, state or local law.SummaryLocation: New York; Jersey City; BostonType: Full timePrivateFull timeWork at officeLocal area$100.35k - $205k
...trusts, estates, family offices, investment vehicles, charitable pursuits... ...with Deloitte’s growing Private Wealth practice! Recruiting for... ...Ordinance for Employers, City of Los Angeles’s Fair Chance... ...Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the...PrivatePrivate practiceWork at officeLocal area- ...and inclusion. Using a broad investment product and thought leadership... ...their financial needs. As a Private Client Investment Associate in... ...BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES... ...small businesses, nonprofits and cities grow, delivering solutions to...
$52.5 - $75 per hour
Jersey City - HybridMust Haves: -Systems Analyst technical sound-Financial Services-SQL-Ability to make an impact early... ...experience at a financial services company - preferably with Private Banking and/or Investment Management experience4 years of relevant work...PrivateWork at office$100.35k - $205k
...methodologies, and Real Estate Investment Trust qualification rules?... ...Investment Trusts, Real Estate Private Equity Funds, and real estate... ...Ordinance for Employers, City of Los Angeles’s Fair Chance... ...Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the...PrivateWork at officeLocal areaWorldwide2 days per week3 days per week$25 - $38.46 per hour
## Licensed Private Client BankerApplylocations: Auburn, WAtime type: Full timeposted on:... ...KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients... ...Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank...PrivateHourly payWork experience placementDay shiftKeyCorp
Brooklyn, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Citi Private Bank | Investment Counselor | San Francisco & Palo Alto. Be the first to apply!
Related searches
- correctional counselor Brooklyn, NY
- admissions counselor Brooklyn, NY
- residential counselor Brooklyn, NY
- international student counselor Brooklyn, NY
- child care counselor Brooklyn, NY
- drug and alcohol counselor Brooklyn, NY
- rehabilitation counselor Brooklyn, NY
- housing counselor Brooklyn, NY
- program counselor Brooklyn, NY
- benefits counselor Brooklyn, NY