Executive Investment Counselor & Private Banking Leader

Citi; Costa Mesa (CA); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) plan

Paid time off packages

Job summary

Citi is seeking an experienced Investment Counselor Principal to manage relationships with ultra-high net worth clients. The ideal candidate will possess over 15 years of experience in investment advisory, demonstrating strong judgment, quantitative and qualitative analysis, and exceptional communication skills.

This role involves leveraging client relationships and networks to provide innovative investment solutions while ensuring compliance and ethical conduct. A Bachelor's degree is required, with a Master’s preferred. Competitive benefits are offered, including medical coverage and a 401(k) plan.

Qualifications

• 15+ years of experience in investment counseling.
• Extensive experience providing investment advice and solutions.
• CFA, MBA degree or equivalent is preferred.

Responsibilities

• Establish and grow investment relationships with ultra-high net worth clients.
• Provide advice and guidance on markets and actionable investment ideas.
• Engage and advise clients on brokerage activity.

Skills

Investment advice

Client relationship management

Quantitative analysis

Qualitative analysis

Compliance knowledge

Communication skills

Education

Bachelor’s/University degree

Master’s degree preferred

Tools

Investment solutions management

Job description

Citi is seeking an experienced Investment Counselor Principal to manage relationships with ultra-high net worth clients. The ideal candidate will possess over 15 years of experience in investment advisory, demonstrating strong judgment, quantitative and qualitative analysis, and exceptional communication skills.

This role involves leveraging client relationships and networks to provide innovative investment solutions while ensuring compliance and ethical conduct. A Bachelor's degree is required, with a Master’s preferred. Competitive benefits are offered, including medical coverage and a 401(k) plan.