UHNW Investment Counselor & Private Banking Partner

Citi; New York (NY); On-site; USD 150,000 - 500,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off & holidays

Job summary

Citi Private Bank in New York seeks an Investment Counselor Principal to manage ultra-high net worth client relationships, advise on markets and investment solutions, and drive cross‑marketing opportunities across currencies and asset classes.

You will leverage deep industry expertise, collaborate with internal partners, and uphold the firm’s standards while expanding Citi Private Bank’s trusted advisory practice for UHNW clients.

Qualifications

• 15+ years of experience in investment counseling or wealth management.
• Extensive experience in providing investment advice and solutions.
• CFA, MBA or advanced degree a plus; S7/S66 for US residents.

Responsibilities

• Establish, grow and manage investment relationships with ultra-high net worth clients.
• Provide investment advice and guidance on markets and ideas.
• Collaborate with internal partners to cross-sell Citi Private Bank services.
• Assess risk and ensure regulatory and firm compliance.

Skills

Investment advice

Relationship management

Strategic thinking

Communication

Education

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

CFA, MBA degree or other advanced degree a plus

Job description

Citi Private Bank in New York seeks an Investment Counselor Principal to manage ultra-high net worth client relationships, advise on markets and investment solutions, and drive cross‑marketing opportunities across currencies and asset classes.

You will leverage deep industry expertise, collaborate with internal partners, and uphold the firm’s standards while expanding Citi Private Bank’s trusted advisory practice for UHNW clients.