Senior Portfolio Advisor

Citi

Beverly Hills, California, United States
Base: $170,000.00 - $300,000.00; bonus/equity: dis...
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10+ years investment strategy experience
Multi-asset class portfolio construction knowledge
Securities industry exam s7 & s66 required
** Citi is seeking a Senior Portfolio Advisor in Beverly Hills, California, to play a pivotal role in client engagement and investment strategy within a high-growth environment. The ideal candidate will have extensive experience in investment strategies, excellent communication skills, and a collaborative spirit. **

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: 75

** Citi is seeking a Senior Portfolio Advisor in Beverly Hills, California, to play a pivotal role in client engagement and investment strategy within a high-growth environment. The ideal candidate will have extensive experience in investment strategies, excellent communication skills, and a collaborative spirit. **

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
  • Securities Industry Exam S7 & S66 required

Nice-to-have

  • Entrepreneurial spirit and adaptability
  • Collaborative mindset across business units
  • Passion for innovation in fast-paced settings

Key Requirements

  • Bachelor's degree required; Master's preferred
  • US Securities Industry Exam SIE prerequisite
  • Must be located in the United States

Work Rights

Not specified

Tailored Resume

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