Senior Portfolio Advisor

Publix Serving (Civica)

Beverly Hills, California, United States
$170,000.00 - $300,000.00; not specified; not spec...
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Centralized messaging on cio strategy
Business development collaboration
Strategic partner to cio team
** Citi is seeking a Senior Portfolio Advisor for their Beverly Hills office, responsible for client engagement and collaboration with the CIO team to drive investment strategies. The ideal candidate should possess substantial experience in investment strategy development, excellent communication skills, and a collaborative mindset. **

Job Summary

  • The Senior Portfolio Advisor will drive and deliver centralized messaging around the CIO Team's strategy, views, and performance with the field and clients.
  • Responsibilities include collaborating with field leadership on business development opportunities and acting as a strategic partner to the broader CIO Team.
  • The role requires participation in the investment process, forming views and underwriting investment recommendations for whole portfolios.

Matching Summary

Match Score: 75

** Citi is seeking a Senior Portfolio Advisor for their Beverly Hills office, responsible for client engagement and collaboration with the CIO team to drive investment strategies. The ideal candidate should possess substantial experience in investment strategy development, excellent communication skills, and a collaborative mindset. **

Salary

$170,000.00 - $300,000.00; Not specified; Not specified

Skills & Requirements

Must-have

  • Centralized messaging on CIO strategy
  • Business development collaboration
  • Strategic partner to CIO Team
  • Investment process participation
  • Cross-business opportunity identification

Nice-to-have

  • Entrepreneurial spirit
  • Collaborative mindset
  • High degree of adaptability
  • Passion for innovation

Key Requirements

  • 10+ years of experience
  • Securities Industry Exam, S7 & S66 (US Only)
  • Bachelor’s Degree required
  • Master’s Degree preferred

Work Rights

Not specified

Tailored Resume

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