Senior UHNW Investment Advisor & Counselor

Citi; Atlanta (GA); On-site; USD 174,320 - 261,480; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) plan

Paid time off packages

Job summary

Citi is seeking a Senior Lead Investment Counselor in Atlanta, Georgia to provide expert investment counsel and manage investment relationships with ultra-high net worth clients. The role involves staff management, resource allocation, and significant responsibilities over technical strategy.

The ideal candidate should possess a strong analytical background, excellent relationship management skills, and at least 10 years of experience in investment advisory roles. A bachelor’s degree is required, while advanced degrees are a plus. Competitive benefits and a salary range of $174,320 to $261,480 are offered.

Qualifications

• 10+ years of experience in investment counseling.
• Experience with ultra-high net worth clients.
• Advanced degrees (FA, MBA) preferred.

Responsibilities

• Act as the primary client contact and advisor.
• Build and manage investment practices.
• Provide advice on traditional and alternative investments.
• Ensure compliance with laws and regulations.

Skills

Investment advice

Client relationship management

Analytical skills

Negotiation

Education

Bachelor's degree

Master's degree

Job description

Citi is seeking a Senior Lead Investment Counselor in Atlanta, Georgia to provide expert investment counsel and manage investment relationships with ultra-high net worth clients. The role involves staff management, resource allocation, and significant responsibilities over technical strategy.

The ideal candidate should possess a strong analytical background, excellent relationship management skills, and at least 10 years of experience in investment advisory roles. A bachelor’s degree is required, while advanced degrees are a plus. Competitive benefits and a salary range of $174,320 to $261,480 are offered.