Senior Investment Counselor & Private Wealth MD

Citi; Palo Alto (CA); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) plan

Life, accident & disability insurance

Paid time off

Job summary

Citi Private Bank in Palo Alto seeks an Investment Counselor Principal to deepen relationships with ultra-high net worth clients, provide strategic investment guidance, and lead cross‑functional collaboration with internal partners. The role emphasizes entrepreneurial growth, integrity, and strong judgment in a trusted advisory capacity.

The incumbent will use deep knowledge of markets and investment products to tailor solutions, oversee risk, and expand Citi Private Bank's relationship

Qualifications

• 15+ years of investment counseling experience.
• Proven ability to manage relationships with ultra-high net worth clients.
• CFA or MBA or advanced degree is a plus; US exams S7/S66/S31 noted.

Responsibilities

• Establish and grow investment relationships with ultra-high net worth clients.
• Leverage client relationships to introduce new clients to Citi Private Bank.
• Provide investment advice and solutions; combine traditional and alternative investments with wealth planning.

Skills

Investment guidance

Relationship management

Analytical thinking

Education

Bachelor’s/University degree

Master’s degree preferred

CFA / MBA or advanced degree

Job description

Citi Private Bank in Palo Alto seeks an Investment Counselor Principal to deepen relationships with ultra-high net worth clients, provide strategic investment guidance, and lead cross‑functional collaboration with internal partners. The role emphasizes entrepreneurial growth, integrity, and strong judgment in a trusted advisory capacity.

The incumbent will use deep knowledge of markets and investment products to tailor solutions, oversee risk, and expand Citi Private Bank's relationship