Late applications often face heavy competition and slower responses. Employers are already reviewing early profiles. Apply today to avoid the rush, gain timely review, and ensure your application stays visible during the most active part of the hiring cycle.

Citi Private Bank – UHNW Investment Counselor – Director / MD

Job Overview

The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US.

Responsibilities:

• Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
• Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
• Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
• Work across currencies, asset classes, markets and jurisdictions
• Engage and advise clients on brokerage activity and execute trades seamlessly.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, 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.

Qualifications:

• 15+ years of experience
• Extensive experience in providing investment advice and solutions.
• CFA, MBA degree or other advanced degree a plus.
• Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.ated areas.
• US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Education:

• Bachelor’s/University degree, Master’s degree preferred

Citi Wealth – Wealth Relationship Manager – Rego Park

Senior Wealth Advisor SAFE Act

Job Overview

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.

Citi has many locations across the United States and is looking for top talent. If you see this posting but don’t see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options.

Job Responsibilities:

• Build relationships with new clients with the goal of bringing in new bank and brokerage assets
• Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills
• Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
• Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research
• Master referral opportunities to grow portfolio
• Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)
• Acquire new clients through converting referral leads
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
• Ensure strict adherence to KYC/AML and other compliance norms
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, 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
• Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits

Qualifications and Skills:

• 5-8 years of experience serving in a financial advisory capacity
• Experience in a proactive, successful sales and service role in the financial services industry
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Organized with strong attention to detail
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
• Basic understanding of investment and financial planning strategies preferred
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
• Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses
• Group 1 Insurance License
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (“Registry”) and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures

Private Market Research Analyst (Evergreen) Citi Wealth

Senior Backend Developer – Java/Spring – Vice President

Job Overview

Qualifications:

•             6-10 years experience in Java/Spring development. Ability to work independently or within groups on projects assigned

•             Strong knowledge and experience in Java and Spring framework is mandatory.

•            Strong experience and knowledge of Oracle DB and SQL is mandatory.

•            Strong knowledge of branching, DevOps and CI/CD is mandatory.

•            Experience and knowledge of Selenium automation is preferred.

•            Requires in-depth knowledge, understanding and analytical thought.

•            Strong understanding of testing processes. In depth understanding of the Systems Development Lifecycle and solid experience in several phases of systems development. Must demonstrate confidence in their abilities

 

Education:

•             Bachelor’s/University degree, Master’s degree preferred

 

Responsibilities:

•             Maintains and enhances automation testing frameworks in a Java and Spring application environment, by analysing both functional and non-functional requirements.

•             Has ability to develop new frameworks and tools for a variety of new use cases.

•             Conducts a broad range of complex process monitoring, product evaluation and audit assignments.

•             Follows industry quality trends; applies to current environment as appropriate. Interacts with various levels of management; communicates technology level process changes.

•             Ensures project standards and procedures exist, are fully / clearly documented and followed throughout the software development life cycle.

•             Monitors products for conformance to standards; monitors processes for conformance to procedures; identifies risks; ensures annual organizational reviews of standards and procedures are conducted.

•             Documents findings and performs root cause analyses. Recommends solutions and improvements to existing standards and procedures; collaborates with other areas in technology to develop new standards and procedures.

•             Ensures all corrective actions are assigned, documented and completed.

•             Verifies traceability in project work products.

•             Gathers, maintains and reports on quality metrics.

•             Acts as advisor and mentor for junior members of the team.

•             Performs other duties and functions as assigned.

•             Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, 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.