Senior UHNW Investment Counselor

Citigroup Inc.; Chicago (IL); On-site; USD 200,000 - 500,000; Full time

Benefits offered by this job

Competitive benefits including medical

401(k)

Life, disability insurance

Job summary

Citigroup Inc. in Chicago seeks an Investment Counselor Principal to deepen relationships with ultra-high net worth clients, delivering investment advice and solutions across traditional and alternative assets, tax planning, and private banking services.

You will work with internal partners to grow a practice, manage risk, and ensure regulatory compliance while coordinating across currencies and asset classes to optimize client outcomes.

Qualifications

• 15+ years of experience in investment advisory or related roles.
• Ability to provide strategies across traditional and alternative investments.
• Strong judgment with in-depth analysis to solve complex problems.
• Regulatory and ethical standards with risk management focus.

Responsibilities

• Establish and grow relationships with ultra-high net worth clients.
• Provide investment advice and implement suitable solutions.
• Collaborate with internal partners to cross-sell private banking services.
• Ensure compliance and manage risk across currencies and asset classes.

Skills

Investment counseling

Relationship management

Senior communication

Cross-border expertise

Education

MBA or CFA preferred

Job description

Citigroup Inc. in Chicago seeks an Investment Counselor Principal to deepen relationships with ultra-high net worth clients, delivering investment advice and solutions across traditional and alternative assets, tax planning, and private banking services.

You will work with internal partners to grow a practice, manage risk, and ensure regulatory compliance while coordinating across currencies and asset classes to optimize client outcomes.