Opportunity Description
The SCS Lead functions as a recognized subject matter expert, proactively identifying opportunities, expertly engaging with clients, and delivering bespoke solutions for complex transactions, leveraging Citi's comprehensive institutional capabilities to foster strong, long-term client relationships and generate new investment assets for Citi Wealth.
This is achieved by delivering bespoke, product agnostic advice and advanced execution strategies that meticulously balance wealth protection, preservation, and creation.
**Responsibilities**
+ **Client Engagement & Strategic Advisory:**
+ Advise ultra-high-net-worth clients on making informed, goal-aligned decisions regarding their largest asset holdings, covering strategies to **acquire, dispose of, hedge, finance, or monetize** these assets. This involves using a structured framework to help clients understand the implications of their choices, such as maintaining concentration for continued wealth potent...
This is achieved by delivering bespoke, product agnostic advice and advanced execution strategies that meticulously balance wealth protection, preservation, and creation.
**Responsibilities**
+ **Client Engagement & Strategic Advisory:**
+ Advise ultra-high-net-worth clients on making informed, goal-aligned decisions regarding their largest asset holdings, covering strategies to **acquire, dispose of, hedge, finance, or monetize** these assets. This involves using a structured framework to help clients understand the implications of their choices, such as maintaining concentration for continued wealth potent...
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