Senior UHNW Investment Counselor

Citi; Miami (FL); On-site; USD 200,000 - 500,000; Full time

Benefits offered by this job

Discretionary incentive awards

Comprehensive benefits package (health

Job summary

Citi Private Bank in Miami seeks an Investment Counselor Principal to lead client relationships with ultra-high net worth individuals, offering sophisticated investment guidance and solutions across markets and jurisdictions.

The role requires deep industry knowledge, strong negotiation skills, and the ability to collaborate across internal teams while maintaining the firm's reputation and compliance standards.

Qualifications

• 15+ years of investment advisory experience.
• CFA, MBA preferred.
• Securities Industry Exams (S7/S66) or equivalent credentials.

Responsibilities

• Establish, grow and manage investment relationships with ultra-high net worth clients.
• Introduce new ultra-high net worth clients to Citi Private Bank.
• Provide investment advice and solutions across traditional and alternative investments.
• Work across currencies, asset classes, markets and jurisdictions.
• Advise on brokerage activity and execute trades.

Skills

Investment counseling

Relationship management

Strategic thinking

Team collaboration

Education

Bachelor's degree

MBA preferred

Tools

Securities Exams (S7/S66)

Job description

Citi Private Bank in Miami seeks an Investment Counselor Principal to lead client relationships with ultra-high net worth individuals, offering sophisticated investment guidance and solutions across markets and jurisdictions.

The role requires deep industry knowledge, strong negotiation skills, and the ability to collaborate across internal teams while maintaining the firm's reputation and compliance standards.