Multi-asset class portfolio construction knowledge
Us securities industry exam s7 and s66 required
Citi Handlowy is seeking a Senior Portfolio Advisor in Beverly Hills, California, who will play a vital role in engaging clients and delivering investment strategies within a high-growth environment. The ideal candidate will have over 10 years of experience in investment strategy development, strong communication skills, and a collaborative mindset
Job Summary
The Senior Portfolio Advisor will drive centralized messaging around the CIO Team's strategy and views with field and clients.
This role requires deep knowledge of markets and multi-asset class portfolio construction to underwrite investment recommendations.
Citi offers competitive benefits including medical, dental, vision coverage, 401(k), and paid time off packages.
Matching Summary
Match Score: 85
Citi Handlowy is seeking a Senior Portfolio Advisor in Beverly Hills, California, who will play a vital role in engaging clients and delivering investment strategies within a high-growth environment. The ideal candidate will have over 10 years of experience in investment strategy development, strong communication skills, and a collaborative mindset.
Salary
Base: $170,000.00 - $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
10+ years investment strategy experience
Multi-asset class portfolio construction knowledge