UHNW Wealth Advisor & Private Banking Strategist

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

Job summary

Citi Private Bank in Beverly Hills, CA is seeking an Investment Counselor Principal to guide ultra-high-net-worth clients with sophisticated investment strategies and wealth planning. You will build trust, provide informed investment advice, and collaborate with internal teams to deliver customized solutions.

Ideal candidates bring 15+ years in investment advisory, strong client relationship skills, and a track record of delivering comprehensive wealth management strategies across markets.

Qualifications

• 15+ years of experience in investment advisory.
• Extensive experience providing investment solutions to UHNW clients.
• CFA, MBA or other advanced degree a plus.
• Advanced judgment and analytical thinking to solve sophisticated problems.

Responsibilities

• Establish, grow and manage investment relationships with ultra-high net worth clients.
• Leverage client relationships to introduce new UHNW clients to Citi Private Bank.
• Provide investment guidance and cross-market wealth planning solutions.
• Collaborate with internal partners to deliver tailored advice and maintain regulatory compliance.

Skills

Investment guidance

Relationship management

Client advisory

Strategic thinking

Education

Bachelor's degree

Master's degree preferred

Job description

Citi Private Bank in Beverly Hills, CA is seeking an Investment Counselor Principal to guide ultra-high-net-worth clients with sophisticated investment strategies and wealth planning. You will build trust, provide informed investment advice, and collaborate with internal teams to deliver customized solutions.

Ideal candidates bring 15+ years in investment advisory, strong client relationship skills, and a track record of delivering comprehensive wealth management strategies across markets.