Senior UHNW Investment Counselor

Citi; Beverly Hills (CA); On-site; USD 200,000 - 300,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citi Private Bank in Beverly Hills, CA seeks an Investment Counselor Principal to lead relationships with ultra-high net worth clients, providing sophisticated investment advice and cross-asset strategies. You will work with internal partners to deliver wealth planning and private banking services, while maintaining strict compliance and risk controls.

The role requires extensive experience in investment counseling, a client-first mindset, and the ability to navigate complex markets and multiple

Qualifications

• 15+ years of experience in providing investment advice and solutions.
• Experience building and managing relationships with ultra-high net worth clients.
• CFA, MBA degree or other advanced degree a plus.
• Advanced judgment and deep analysis to solve complex problems.

Responsibilities

• Establish, grow and manage investment relationships with ultra-high net worth clients.
• Provide investment advice and ideas, leveraging traditional and alternative investments.
• Collaborate with internal partners to offer wealth planning and private banking services.
• Access cross-currency, multi-asset opportunities across markets and jurisdictions.
• Ensure compliance with laws, policies and risk controls in decision making.

Skills

Investment advice

Client relationships

Strategic thinking

Education

Bachelor's degree

MBA or advanced degree

Job description

Citi Private Bank in Beverly Hills, CA seeks an Investment Counselor Principal to lead relationships with ultra-high net worth clients, providing sophisticated investment advice and cross-asset strategies. You will work with internal partners to deliver wealth planning and private banking services, while maintaining strict compliance and risk controls.

The role requires extensive experience in investment counseling, a client-first mindset, and the ability to navigate complex markets and multiple