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Senior UHNW Investment Counselor & Strategist
Job in
Beverly Hills, Los Angeles County, California, 90211, USA
Listed on 2026-08-17
Listing for:
Citigroup Inc.
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Citi Private Bank is seeking an Investment Counselor Principal to lead advisory for ultra-high net worth clients in the US. The role requires senior expertise, strong communication, and entrepreneurial drive to grow the client base and cross-sell private banking services.
The position emphasizes deep investment knowledge, ability to manage complex portfolios, and collaboration with internal partners across currencies and jurisdictions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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