Senior Private Wealth Investment Counselor

CFA Institute; Beverly Hills (FL); On-site; USD 200,000 - 300,000; Full time

Job summary

Citi Private Bank is seeking an Investment Counselor Principal to lead relationships with ultra-high net worth clients and provide sophisticated investment guidance.

You will combine traditional and alternative investments with wealth planning and private banking services, building a scalable practice across currencies and markets while maintaining high ethical standards and regulatory compliance.

Qualifications

• 15+ years of experience in investment roles.
• Extensive experience providing investment advice and solutions.
• CFA, MBA degree or other advanced degree a plus.
• Advanced judgment and in-depth analysis for complex problems.
• US only: S7, S66 (or 63 & 65) & S3; SIE prerequisite.

Responsibilities

• Establish, grow and manage investment relationships with ultra-high net worth clients.
• Implement and oversee investment solutions and provide market guidance.
• Cultivate trusting relationships with Citi Private Bank clients and bring in new business.
• Leverage internal partners to expand the client base and opportunities.
• Provide tailored investment advice and solutions across currencies and asset classes.
• Assess risk and ensure compliance with laws and Citi policies.

Skills

Investment advice

Relationship management

Market analysis

Regulatory compliance

Strategic thinking

Education

Bachelor's/University degree

Master's degree preferred

CFA

MBA

Job description

Citi Private Bank is seeking an Investment Counselor Principal to lead relationships with ultra-high net worth clients and provide sophisticated investment guidance.

You will combine traditional and alternative investments with wealth planning and private banking services, building a scalable practice across currencies and markets while maintaining high ethical standards and regulatory compliance.