UHNW Investment Counselor Lead — Private Banking

Citigroup Inc.; Houston (TX); On-site; USD 187,000 - 280,000; Full time

Job summary

Citi Private Bank is seeking an Investment Counselor Sr. Lead to serve as the primary contact and trusted advisor for ultra-high net worth clients.

You will guide investment strategy, identify opportunities, and coordinate with the Banker team to execute strategies across currencies and asset classes. The role requires a track record in investment solutions, strong client management skills, and the ability to navigate complex regulatory requirements.

Qualifications

• 10+ years of investment counseling experience.
• US Only: S7, S63 (or S66) and S3; SIE prerequisite.
• FA, MBA degree or other advanced degree a plus.

Responsibilities

• Function as the primary client contact and trusted investment advisor for ultra-high net worth clients, including direct selling and portfolio advice.
• Leverage client relationships to introduce new ultra-high net worth clients to Citi Private Bank.
• Build and manage a practice focused on deepening client relationships with investment advice and solutions.
• Combine knowledge of traditional and alternative investments with wealth planning and private banking services.

Skills

Investment advisory experience

Relationship management

Client communication

Investment products knowledge

US securities exams (S7/S63/S66/SIE/S3

Education

Bachelor's degree

Master's degree preferred

Job description

Citi Private Bank is seeking an Investment Counselor Sr. Lead to serve as the primary contact and trusted advisor for ultra-high net worth clients.

You will guide investment strategy, identify opportunities, and coordinate with the Banker team to execute strategies across currencies and asset classes. The role requires a track record in investment solutions, strong client management skills, and the ability to navigate complex regulatory requirements.