UHNW Investment Counselor — Director‑Level Advisor

Citigroup Inc.; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life and disability insurance

Wellness programs

Paid time off

Job summary

A leading global financial institution seeks an experienced Investment Counselor Principal in Miami to manage investment relationships with ultra-high net worth clients. The role requires 15+ years of experience and expertise in investment solutions, alongside excellent communication and compliance skills. This position offers the opportunity to cultivate new client relationships and ensure superior client service. Competitive benefits and incentives are included.

Qualifications

• 15+ years of experience in investment advisory roles.
• Extensive experience providing investment solutions to ultra-high net worth clients.
• Strong commercial awareness and advanced judgment skills.

Responsibilities

• Establish and manage investment relationships with ultra-high net worth clients.
• Provide advice and guidance on investment strategies.
• Engage with clients regarding brokerage activity and execute trades.

Skills

Investment advice

Client relationship management

Financial analysis

Compliance

Market knowledge

Education

Bachelor's/University degree

Master's degree

CFA, MBA or other advanced degree

Job description

A leading global financial institution seeks an experienced Investment Counselor Principal in Miami to manage investment relationships with ultra-high net worth clients. The role requires 15+ years of experience and expertise in investment solutions, alongside excellent communication and compliance skills. This position offers the opportunity to cultivate new client relationships and ensure superior client service. Competitive benefits and incentives are included.