UHNW Investment Counselor & Wealth Strategy

Citi; Chicago (IL); On-site; USD 200,000 - 500,000; Full time

Job summary

Citi Private Bank is seeking an Investment Counselor Principal in Chicago to grow ultra-high net worth client relationships by providing specialist investment advice and solutions across currencies and asset classes. The role requires deep industry knowledge, exceptional communication and a proven ability to collaborate with internal partners and external clients.

Strong judgment and regulatory awareness are essential.

Qualifications

• 15+ years of experience in private banking or investment counseling.
• Extensive experience in providing investment advice and solutions.
• CFA, MBA degree or other advanced degree a plus.
• US regulatory knowledge and securities exams (S7/S66 or S63/S65) preferred.

Responsibilities

• Establish, grow and manage investment relationships with ultra-high net worth clients.
• Provide investment advice across markets, currencies and asset classes.
• Collaborate with internal partners to deliver comprehensive wealth solutions.
• Assess risk and ensure compliance with applicable laws and Citi policies.

Skills

Investment advisory

Relationship management

Financial analysis

Strong communication

Cross-functional collaboration

Negotiation

Education

CFA or MBA

Bachelor's degree (Master's preferred)

Tools

CRM systems

Portfolio management tools

Job description

Citi Private Bank is seeking an Investment Counselor Principal in Chicago to grow ultra-high net worth client relationships by providing specialist investment advice and solutions across currencies and asset classes. The role requires deep industry knowledge, exceptional communication and a proven ability to collaborate with internal partners and external clients.

Strong judgment and regulatory awareness are essential.