Senior UHNW Investment Counselor & Private Wealth Advisor

Citi; 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, offering strategic investment advice and holistic wealth solutions. You will collaborate with internal partners to grow the business, bring in new clients, and tailor investments across currencies and asset classes.

The role requires senior-level judgment, strong communication, and a track record of advisory excellence in a private banking setting.

Qualifications

• 15+ years of experience providing investment advice and solutions.
• MBA or CFA degree preferred.
• US: S7/S66 (or 63 & 65) with SIE prerequisite.

Responsibilities

• Establish, grow and manage investment relationships with ultra-high net worth Citi Private Bank clients.
• Leverage client relationships and internal partners to bring in new clients and opportunities.
• Provide informed investment advice and solutions combining traditional and alternative investments.
• Collaborate across currencies, asset classes, markets, and jurisdictions to optimize service.

Skills

Investment counseling

Relationship mgmt

Financial analysis

Client advisory

Education

MBA

CFA (plus)

Job description

Citi Private Bank is seeking an Investment Counselor Principal in San Francisco to lead relationships with ultra-high net worth clients, offering strategic investment advice and holistic wealth solutions. You will collaborate with internal partners to grow the business, bring in new clients, and tailor investments across currencies and asset classes.

The role requires senior-level judgment, strong communication, and a track record of advisory excellence in a private banking setting.