Investment Counselor Sr. Lead

Citigroup

Miami, Florida, United States
Base: $200,000.00 - $300,000.00; bonus/equity: dis...
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15+ years of investment experience
Fluent in spanish language
S7 s66 s3 securities licenses
** The Investment Counselor Sr. Lead position at Citigroup is a senior role focused on managing and growing investment relationships with ultra-high net worth clients. Candidates must possess extensive experience in investment solutions and demonstrate strong communication and analytical skills. **

Job Summary

  • The role involves establishing and managing investment relationships with ultra-high net worth clients within Citi Private Bank.
  • Candidates must possess the credibility to cultivate trusting relationships while leveraging a wide array of internal partners.
  • The position offers competitive benefits including medical coverage, 401(k), and paid time off packages alongside a salary range of $200,000 to $300,000.

Matching Summary

Match Score: 75

** The Investment Counselor Sr. Lead position at Citigroup is a senior role focused on managing and growing investment relationships with ultra-high net worth clients. Candidates must possess extensive experience in investment solutions and demonstrate strong communication and analytical skills. **

Salary

Base: $200,000.00 - $300,000.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs

Skills & Requirements

Must-have

  • 15+ years of investment experience
  • Fluent in Spanish language
  • S7 S66 S3 securities licenses
  • Ultra-high net worth client management
  • Alternative investments knowledge

Nice-to-have

  • CFA or MBA advanced degree
  • Entrepreneurial client acquisition skills
  • Cross-border market expertise
  • Collaborative team-oriented mindset

Key Requirements

  • 15+ years of relevant experience
  • Fluency in Spanish required
  • US Securities Licenses (S7, S66, S3)
  • Bachelor's degree minimum, Master's preferred
  • US work authorization required

Work Rights

US Only

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