Managing Director, UHNW Investment Advisor

Citi; Beverly Hills (CA); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Wellness programs

Job summary

Citi is seeking an Investment Counselor Principal in Beverly Hills, California, to manage investment relationships with ultra-high net worth clients. Ideal candidates will have over 15 years of experience in investment advice and possess strong analytical skills.

This role offers a competitive salary range from $250,000 to $500,000, along with comprehensive benefits, including medical and dental coverage, retirement plans, and paid time off. Join Citi and make a significant impact in the financial advisory sector.

Qualifications

• 15+ years of experience in investment counseling.
• Extensive experience in providing investment advice and solutions.
• Requires advanced judgment and conducts in-depth analysis to solve problems.

Responsibilities

• Establish and manage 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 and execute trades.

Skills

Investment advice

Client relationship management

Analytical skills

Commercial awareness

Financial market knowledge

Education

CFA or advanced degree

Bachelor’s/University degree

Job description

Citi is seeking an Investment Counselor Principal in Beverly Hills, California, to manage investment relationships with ultra-high net worth clients. Ideal candidates will have over 15 years of experience in investment advice and possess strong analytical skills.

This role offers a competitive salary range from $250,000 to $500,000, along with comprehensive benefits, including medical and dental coverage, retirement plans, and paid time off. Join Citi and make a significant impact in the financial advisory sector.