Citi Wealth - VP, Portfolio Consultant

Portfolio Consultants (PCs) provide asset allocation and macroeconomic strategy and analysis for their target markets. PCs identify, conceptualize, and implement new investment products for highly specialized market segments and drive sales during new product launches. A PC will also work closely with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC will manage the implementation of Citi Global Wealth investment products to identify unusual concentrations of individual products or sectors that deviate from Citi’s recommended Asset Allocation and facilitate rebalancing of accounts and discovery of new revenue opportunities. In addition, a PC will identify opportunities to expand and improve Citi’s existing product platform to determine changes in sales, investment, and portfolio construction strategies that isolate and capitalize on revenue generating opportunities resulting from market movements. A PC will also conduct product benchmarking assessments for financial instruments in the Citi Global Wealth platform to determine performance levels, and periodically review and update product parameters and policies to ensure profitability and compliance with evolving internal policies and external legal and regulatory frameworks.

Responsibilities :

Responsible for identifying short- and long-term investment opportunities and Global Markets for Citi Wealth investors in the region and for presenting, commenting and writing about such opportunities in diverse forums

Provide surveillance of emerging macroeconomic and political developments across the region and will work with Citi Research analysts and product specialists to help identify individual investment opportunities across fixed income, equities and currency markets

Represent the team's global macroeconomic views in client meetings throughout the region and should be able to express these views in a clear and concise manner

Define and present to the sales force Citi Wealth's Regional Views in consultation with Citi Research regional analysts and local markets units

Provide Regional Input to Global Investments Committee

Write periodical Regional View papers

Coordinate successful delivery of GIC's message in the region

Transmit Global Investment Committee views to the field and to Citi Wealth Clients

Work with the Investments Lab to identify asset allocation Gaps and with product specialist to define strategies to close such gaps

Lead the regional discussion of implementation strategies and action plans for Citi Wealth Themes

Participate actively in region's Sales and Research Calls

Work closely with the RIH, IC Team Leaders and Product Heads helping them understand and implement the firm's Market Views

Participate in Sales Calls with Clients and Prospects

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 :

6-10 years of experience

Strong quantitative skills, written and presentation skills; Ability to work in both a team and individual creative setting

US Only : Securities Industry Exam, S7 & S66; NOTE : Securities Industry Exam (SIE is a prerequisite to the S7)

Education :

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

Job Family Group :

Private Client Coverage

Job Family :

Financial Planning Services

Time Type : Full time

Primary Location :

Glendale California United States

Primary Location Full Time Salary Range :

$167,040.00 - $250,560.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including : medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and / or contact the recruiter.

Anticipated Posting Close Date :

Aug 26, 2025

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Minority / Female / Veteran / Individuals with Disabilities / Sexual Orientation / Gender Identity.