Senior Investment Counselor for UHNW Clients

Citigroup Inc.; Costa Mesa (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

Job summary

Citigroup Inc. is looking for an Investment Counselor Principal in Costa Mesa, California. This strategic role involves managing relationships with ultra-high net worth clients, providing tailored investment advice, and ensuring compliance with regulations.

The ideal candidate will have over 15 years of experience, strong commercial awareness, and advanced qualifications such as a CFA or an MBA. Citi offers a comprehensive benefits package and competitive salaries.

Qualifications

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

Responsibilities

• Establish and manage investment relationships with ultra-high net worth clients.
• Provide advice on markets and actionable investment ideas.
• Engage in brokerage activity and execute trades.

Skills

Investment advice

Client relationship management

Risk assessment

Quantitative analysis

Education

Bachelor's degree

Master's degree

Job description

Citigroup Inc. is looking for an Investment Counselor Principal in Costa Mesa, California. This strategic role involves managing relationships with ultra-high net worth clients, providing tailored investment advice, and ensuring compliance with regulations.

The ideal candidate will have over 15 years of experience, strong commercial awareness, and advanced qualifications such as a CFA or an MBA. Citi offers a comprehensive benefits package and competitive salaries.