Senior Investment Counselor, Private Banking

Citigroup Inc.; Atlanta (GA); On-site; USD 174,000 - 261,000; Full time

Job summary

Citigroup Inc. in Atlanta, GA seeks an Investment Counselor Senior Lead to advise ultra-high net worth clients, manage complex investment relationships, and collaborate with bankers. You will leverage internal partners to deliver tailored strategies across markets.

The role emphasizes fiduciary prudence, cross-border capabilities, and leadership within a team; requires strong communication to influence senior colleagues and external clients.

Qualifications

• 10+ years of experience in investment counseling or wealth management.
• Experience advising ultra-high net worth clients and managing client relationships.
• Strong analytical and advisory skills with fiduciary responsibility.

Responsibilities

• Function as the primary client contact and trusted investment advisor for ultra-high net worth clients.
• Identify opportunities, provide portfolio advice and after-sales execution with the Banker team.
• Leverage existing relationships to grow Citi Private Bank's client base.
• Develop investment strategies across traditional and alternative assets.
• Coordinate across currencies, asset classes, and jurisdictions.
• Suggest cross-sell opportunities in lending, trust, or institutional solutions.

Skills

Investment advisory experience

Ultra-high net worth client service

Cross-border wealth management

Education

Bachelor's degree

MBA or advanced degree

Job description

Citigroup Inc. in Atlanta, GA seeks an Investment Counselor Senior Lead to advise ultra-high net worth clients, manage complex investment relationships, and collaborate with bankers. You will leverage internal partners to deliver tailored strategies across markets.

The role emphasizes fiduciary prudence, cross-border capabilities, and leadership within a team; requires strong communication to influence senior colleagues and external clients.