Senior Private Wealth Investment Counselor

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

Benefits offered by this job

Medical, dental and vision coverage

401(k)

Paid time off packages

Job summary

Citigroup Inc. in Beverly Hills is seeking an experienced Investment Counselor Principal. The role involves managing relationships with ultra-high net worth clients, providing investment advice, and ensuring compliance with regulations.

Ideal candidates will have over 15 years of experience, with advanced qualifications such as CFA or MBA, and strong skills in risk assessment and client management. This full-time position offers a competitive salary package and comprehensive employee benefits.

Qualifications

• Minimum of 15 years of experience in investment counseling.
• Extensive experience providing investment advice and solutions.
• Advanced judgment and in-depth analysis skills are essential.

Responsibilities

• Establish and manage relationships with ultra-high net worth clients.
• Introduce new clients to Citi Private Bank through existing networks.
• Optimize client service by combining traditional and alternative investments.

Skills

Investment advice

Client relationship building

Risk assessment

Investment solutions implementation

Team collaboration

Education

CFA or MBA degree

Bachelor's degree

Job description

Citigroup Inc. in Beverly Hills is seeking an experienced Investment Counselor Principal. The role involves managing relationships with ultra-high net worth clients, providing investment advice, and ensuring compliance with regulations.

Ideal candidates will have over 15 years of experience, with advanced qualifications such as CFA or MBA, and strong skills in risk assessment and client management. This full-time position offers a competitive salary package and comprehensive employee benefits.