UHNW Investment Advisor & Strategist

Citi; San Francisco (CA); On-site; USD 200,000 - 300,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citi is seeking an experienced Investment Counselor Principal in San Francisco to manage investment relationships with ultra-high net worth clients. The role requires over 15 years of experience and involves providing investment advice, managing risk, and ensuring compliance with regulations.

The ideal candidate will possess strong analytical skills, communication abilities, and the capacity to cultivate trusting relationships with clients. Citi offers a competitive salary range of $200,000 - $300,000 plus additional benefits.

Qualifications

• 15+ years of experience in investment counseling.
• Extensive experience providing investment solutions.
• Ability to cultivate relationships with ultra-high net worth clients.

Responsibilities

• Establish and manage investment relationships with high net worth clients.
• Provide actionable investment advice and guidance.
• Assess risk and ensure compliance with applicable laws.

Skills

Investment advice

Relationship management

Quantitative analysis

Risk assessment

Communication skills

Education

CFA or MBA degree

Bachelor's degree

Job description

Citi is seeking an experienced Investment Counselor Principal in San Francisco to manage investment relationships with ultra-high net worth clients. The role requires over 15 years of experience and involves providing investment advice, managing risk, and ensuring compliance with regulations.

The ideal candidate will possess strong analytical skills, communication abilities, and the capacity to cultivate trusting relationships with clients. Citi offers a competitive salary range of $200,000 - $300,000 plus additional benefits.