Senior Investment Counselor Lead - Private Banking

Citi; Jacksonville (FL); On-site; USD 200,000 - 300,000; Full time

Job summary

Citi Private Bank in Jacksonville, FL seeks an Investment Counselor Sr. Lead to serve as primary client contact for ultra-high-net-worth clients, providing investment guidance, portfolio advice and cross‑selling opportunities.

The role requires deep knowledge of traditional and alternative investments, a track record of client relationship growth, and the ability to navigate multiple markets and currencies while upholding compliance.

Qualifications

• 10+ years of experience providing investment advice and solutions.
• Requires complex judgments and solutions based on sophisticated analytical thought.
• Securities Industry Exams S7/S63 (or S66) and S31; SIE is a prerequisite.

Responsibilities

• Function as the primary client contact and trusted investment advisor for clients, including direct selling and portfolio advice.
• Leverage existing client relationships to introduce new ultra-high-net worth clients to Citi Private Bank.
• Build and manage a practice focused on deepening relationships by providing investment advice and solutions.
• Combine knowledge of traditional and alternative investments with wealth planning and private banking services.
• Work across currencies, asset classes, markets and jurisdictions.
• Engage clients on brokerage activity and execute trades.
• Identify cross-sell opportunities in lending, trust and institutional markets.

Skills

Investment advisory

Relationship management

Communication

Negotiation

Education

MBA

Bachelor's degree

Tools

S7/S63/S66/SIE

Job description

Citi Private Bank in Jacksonville, FL seeks an Investment Counselor Sr. Lead to serve as primary client contact for ultra-high-net-worth clients, providing investment guidance, portfolio advice and cross‑selling opportunities.

The role requires deep knowledge of traditional and alternative investments, a track record of client relationship growth, and the ability to navigate multiple markets and currencies while upholding compliance.