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Senior UHNW Investment Counselor
Job in
Beverly Hills, Los Angeles County, California, 90211, USA
Listed on 2026-08-17
Listing for:
Citi
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Citi Private Bank in Beverly Hills, CA seeks an Investment Counselor Principal to lead relationships with ultra-high net worth clients, providing sophisticated investment advice and cross-asset strategies. You will work with internal partners to deliver wealth planning and private banking services, while maintaining strict compliance and risk controls.
The role requires extensive experience in investment counseling, a client-first mindset, and the ability to navigate complex markets and multiple
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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