Job summary
Job post source
This job is directly from Citi
Job overview
The Citi Wealth Portfolio Consultant role involves leading investment strategy and providing expert advice to Citi Private Bank investors, impacting regional and global investment decisions.
Responsibilities and impact
The role requires identifying investment opportunities, presenting market views, coordinating with research and sales teams, contributing to global investment committees, and participating in client meetings to implement investment strategies.
Compensation and benefits
The salary range is $95,770 to $235,560 annually, with additional discretionary and formulaic incentives, plus comprehensive benefits including medical, dental, vision, 401(k), insurance, wellness programs, and paid time off.
Experience and skills
Candidates need 6-10 years of experience, bilingual in Cantonese/Mandarin preferred, strong quantitative and communication skills, and US securities licenses S7 & S66 with SIE prerequisite.
Work environment and culture
Citi promotes an inclusive work environment with equal opportunity employment and accommodations for disabilities, emphasizing compliance, ethics, and employee wellness.
Company information
Citi is a global financial services company offering banking, investment, and wealth management services, with a focus on innovation and client service.
Job location and travel
The position is based in New York, NY, United States, as a full-time role.
Unique job features
The role involves strategic influence on regional and global investment strategies and direct client interaction, supported by Citi's extensive resources and research capabilities.
Company overview
Citigroup Inc., commonly known as Citi, is a leading global financial services company headquartered in New York City. It provides a broad range of financial products and services, including consumer banking, credit, corporate and investment banking, securities brokerage, and wealth management. Citi makes money primarily through interest income from loans and credit cards, fees from banking services, and trading and investment activities. Founded in 1812, Citi has a rich history marked by significant mergers, including the 1998 merger with Travelers Group, which expanded its financial services footprint.
How to land this job
Tailor your resume to highlight your expertise in investment strategy, macroeconomic analysis, and your ability to communicate complex financial concepts clearly, as these are key for the Citi Wealth - Portfolio Consultant role.
Emphasize your experience in collaborating with research analysts, product specialists, and sales teams to identify and present investment opportunities, showcasing your strategic influence and teamwork skills.
Apply through multiple platforms including Citi's official careers site and LinkedIn to maximize your application visibility and increase your chances of being noticed.
Connect with professionals in Citi's Private Client Product Services or Investment Strategy divisions on LinkedIn; use ice breakers like commenting on recent Citi market outlook publications or asking about their experience implementing global investment themes.
Optimize your resume for ATS by incorporating keywords such as 'investment strategy,' 'macroeconomic analysis,' 'portfolio consulting,' 'asset allocation,' and 'Global Investment Committee,' ensuring it aligns closely with the job description.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify the best application channels, and find relevant LinkedIn contacts, freeing up your time to focus on networking and interview preparation.
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