Executive Investment Counselor & Private Banking Leader

Citi; Costa Mesa (CA); On-site; USD 180,000 - 270,000; Full time

Job summary

Citi is seeking an experienced Investment Counselor Principal to lead and manage relationships with ultra-high net worth clients. The role emphasizes advanced investment advisory, strong judgment, and clear communication to tailor sophisticated solutions.

The candidate will leverage networks to deliver innovative investment strategies while upholding strict regulatory compliance and ethical standards. A Bachelor's degree is required, with a Master's preferred.

Qualifications

• 15+ years in investment advisory.
• Strong judgment and communication skills.
• Bachelor's degree required; Master's preferred.

Responsibilities

• Manage relationships with ultra-high net worth clients.
• Provide innovative investment solutions while ensuring compliance and ethical conduct.

Skills

Investment advisory

Quantitative analysis

Qualitative analysis

Communication skills

Relationship management

Education

Bachelor's degree

Master's degree

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.