Citi

Investment Counselor - Private Bank

Citi
Dallas, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

As an Investment Counselor at Citi’s Private Bank, you will be a part of a dynamic team that is responsible for helping our affluent clients achieve their financial objectives. You will be creating customized strategies and solutions tailored to our clients’ investment needs. This is a unique opportunity to provide clients with comprehensive wealth management advice and guide them through the complexities of their investments. To be successful in this role, you should have excellent interpersonal, communication, and analytical skills. We are looking for someone who is passionate about delivering holistic financial advice and building long-term trusted relationships with our clients. If you are a motivated self-starter with a proven track record of success in the financial industry, we want to hear from you.

Where is this job?
This job is located at Dallas, TX, USA
Job Qualifications

  • Financial Product Expertise

  • Excellent Communication Skills

  • Knowledge Of Financial Regulations And Laws

  • Analytical And Problem-Solving Skills

  • Strong Organizational And Time-Management Skills

  • Ability To Create And Maintain Client Relationships

  • Bachelor’s Degree In Finance Or Economics

  • Relevant Professional Certification Or License

Required Skills

  • Risk Management

  • Research

  • Data Analysis

  • Negotiation

  • Financial Modeling

  • Analytics

  • Investment Strategy

  • Portfolio Management

  • Regulatory compliance

  • Trading

  • Client Relations

  • wealth management

  • Asset allocation

  • Capital Markets

  • Personal Financial Planning

Soft Skills

  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Investment Counselor - Private Bank in Dallas, TX, USA is $65,000 to $95,000 per year.

Additional Information
Citi is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 7th, 2023
Apply BeforeOctober 17th, 2025
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About Citi

Citigroup, Inc. is a global financial services holding company specializes in banking and financial solutions. It offers a range of products and services among individuals, corporations, governments and institutions such as savings, checking, online banking, individual retirements accounts, credit cards; personal, student, and commercial real estate loans, cash management services, home equity, and bill consolidation, as well as online banking services, cash management, transactions, trade, securities, and fund services.

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