West Region Investment Leader UHNW Advisory

Citigroup Inc.; San Francisco (CA); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

401(k)

Medical, dental & vision coverage

Paid time off

Job summary

Citigroup Inc. is seeking an experienced Investment Counselor Grp Mgr to lead a team and manage investments for Ultra High Net Worth clients. The role requires extensive knowledge of investment strategies and the ability to communicate effectively with clients.

The successful candidate will be responsible for constructing and overseeing investment portfolios, instilling team-oriented behavior, and looking for cross-sell opportunities within the bank's services.

This full-time position is based in San Francisco, offering a competitive salary range from $250,000 to $500,000.

Qualifications

• 10+ years of experience in investment management.
• Experience in managing investment portfolios and providing advice.
• Strong ability to coach and support investment counselors.

Responsibilities

• Lead growth in investment revenue with Ultra High Net Worth clients.
• Function as primary client contact and investment advisor.
• Oversee portfolio construction and implementation of investment mandates.

Skills

Investment Advice

Managerial Experience

Client Communication

Portfolio Management

Risk Assessment

Education

Bachelor's degree

Master's degree preferred

Job description

Citigroup Inc. is seeking an experienced Investment Counselor Grp Mgr to lead a team and manage investments for Ultra High Net Worth clients. The role requires extensive knowledge of investment strategies and the ability to communicate effectively with clients.

The successful candidate will be responsible for constructing and overseeing investment portfolios, instilling team-oriented behavior, and looking for cross-sell opportunities within the bank's services.

This full-time position is based in San Francisco, offering a competitive salary range from $250,000 to $500,000.