Wealth at Work - Investment Counselor Lead - Vice President

Wealth at Work - Investment Counselor Lead - Vice President | Citi Careers

• Investment counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing, and managing investment relationships.
• Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, 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.

• 5+ years of related experience
• Expertise in providing investment advice and solutions.
• CFA, MBA degree or other advanced degree a plus.

• 401(k)
• life, accident, and disability insurance
• wellness programs
• planned time off (vacation)
• unplanned time off (sick leave)
• paid holidays

Discover your future at Citi