Managing Director, Investment Counselor, Orange County

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

Job summary

Citigroup Private Bank in Costa Mesa, CA seeks an experienced Investment Counselor to establish and grow relationships with ultra-high net worth clients. You will advise on traditional and alternative investments, wealth planning, and cross-border private banking services, collaborating with internal partners to deliver comprehensive solutions.

The role requires senior-level judgment, extensive investment experience, and the ability to work across currencies and jurisdictions in a fast-paced

Qualifications

• 15+ years of experience in investment counseling.
• Experience providing investment advice and solutions.
• CFA, MBA or advanced degree a plus.
• US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Responsibilities

• Establish, grow and manage investment relationships with ultra-high net worth clients.
• Leverage client relationships to introduce new ultra-high net worth clients to Citi Private Bank.
• Provide investment advice and solutions to deepen client relationships.
• Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize service.
• Work across currencies, asset classes, markets and jurisdictions.
• Advise on brokerage activity and execute trades.
• Assess risk and ensure compliance with laws, rules and Citi policies.

Skills

Investment advice

Relationship management

Market knowledge

Education

Bachelor's/University degree

Master's degree preferred

CFA

MBA

Job description

Responsibilities

• Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worthclients.They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi PrivateBank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
• Leverage existing client relationships, localnetworkand investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
• Combinein depthknowledgeof traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
• Workacross currencies, asset classes, marketsand jurisdictions
• Engage and advise clients on brokerage activity and execute trades seamlessly.
• Appropriately assess risk when business decisions are made, demonstratingparticular considerationfor 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

• 15+ years of experience
• Extensive experience in providing investment advice and solutions.
• CFA, MBA degree or other advanced degree a plus.
• Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existingsolutions,assumptionsor current knowledge of sophisticatedareas.atedareas.
• US Only: S7, S66 (or 63 & 65) & S31; 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 Product Services

Job Family:

Investment Counselor

Time Type:

Full time

Primary Location:

Costa Mesa California United States

Primary Location Full Time Salary Range:

$250000,00 - $500000,00

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:

jun 08, 2026

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.