Senior UHNW Investment Advisor

Citigroup Inc.; San Francisco (CA); On-site; USD 200,000 - 300,000; Full time

Job summary

Citi Private Bank is seeking an Investment Counselor Principal in San Francisco to lead relationships with ultra-high net worth clients, provide sophisticated investment guidance, and coordinate cross-functional support across Citi Private Bank offerings.

The role requires extensive experience in investment advisory, strong client management skills, and ability to work across currencies and asset classes while maintaining strict compliance with regulatory requirements.

Qualifications

• 15+ years of experience in investment advisory and related fields.
• Extensive experience advising ultra-high net worth clients.
• CFA, MBA or other advanced degree is a plus.
• US Only: S7, S66 (or 63 & 65) & S3; SIE prerequisite for S7.

Responsibilities

• Establish, grow and manage investment relationships with ultra-high net worth clients.
• Provide investment guidance and actionable ideas across markets.
• Cultivate relationships with Citi Private Bank clients and bring in new relationships.
• Collaborate with internal partners to cross-sell private banking services.
• Advise on brokerage activity and execute trades.
• Assess risk and ensure compliance with laws, rules and Citi policies.

Skills

Investment advisory

Relationship management

Market analysis

Senior communication

Education

MBA or CFA

Bachelor's degree

Master's degree preferred

Job description

Citi Private Bank is seeking an Investment Counselor Principal in San Francisco to lead relationships with ultra-high net worth clients, provide sophisticated investment guidance, and coordinate cross-functional support across Citi Private Bank offerings.

The role requires extensive experience in investment advisory, strong client management skills, and ability to work across currencies and asset classes while maintaining strict compliance with regulatory requirements.