Senior UHNW Investment Counselor
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
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
The Senior UHNW Investment Counselor role at Citi is now open for applications in Beverly Hills, CA, United States.
Our team is growing, and we are hiring a Senior UHNW Investment Counselor in Beverly Hills, CA, United States.
This role is for the Senior UHNW Investment Counselor role at Citi.
We are seeking a motivated Senior UHNW Investment Counselor to join Citi in Beverly Hills, CA, United States.
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