UHNW Investment Advisor & Private Banking Lead

Citi; New York (NY); Hybrid; USD 211,000 - 317,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability ins.

Wellness programs

Paid time off and holidays

Job summary

Citi Private Bank is seeking an Investment Counselor Sr. Lead in Greenwich, CT. This senior role guides ultra-high-net-worth client portfolios, offering strategic investment advice and cross-market solutions.

The position emphasizes relationship-building, collaboration with bankers, and regulatory compliance across currencies and jurisdictions. The role requires 10+ years of experience and advanced credentials, with a focus on delivering sophisticated investment strategies and fiduciary guidance

Qualifications

• 10+ years of experience in investment counseling/wealth management.
• Robust experience in providing investment advice and solutions.
• FA, MBA degree or other advanced degree a plus.
• Requires complex judgments and analytical thinking for alternatives.
• US Only: S7, S63 (or S66) and S3; SIE prerequisite.

Responsibilities

• Function as the primary contact and trusted investment advisor for ultra-high-net-worth clients.
• Identify opportunities, provide portfolio advice and after-sales execution with the Banker team.
• Leverage client relationships to bring in new investment relationships and cross-sell Citi products.
• Build a practice focused on deepening relationships with tailored investment advice.
• Coordinate across currencies, asset classes and jurisdictions to optimize client service.

Skills

Investment advisory experience

Wealth management

Client relationship management

Securities knowledge

Cross-border coordination

Education

Bachelor's/University degree, Master's degree preferred

Tools

Securities Exams (S7/S63/S66/S3)

Job description

Citi Private Bank is seeking an Investment Counselor Sr. Lead in Greenwich, CT. This senior role guides ultra-high-net-worth client portfolios, offering strategic investment advice and cross-market solutions.

The position emphasizes relationship-building, collaboration with bankers, and regulatory compliance across currencies and jurisdictions. The role requires 10+ years of experience and advanced credentials, with a focus on delivering sophisticated investment strategies and fiduciary guidance