Executive Investment Counselor & Private Banking Leader
Job in
Costa Mesa, Orange County, California, 92626, USA
Listed on 2026-06-22
Listing for:
Citi
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Citi is seeking an experienced Investment Counselor Principal to manage relationships with ultra-high net worth clients. The ideal candidate will possess over 15 years of experience in investment advisory, demonstrating strong judgment, quantitative and qualitative analysis, and exceptional communication skills.
This role involves leveraging client relationships and networks to provide innovative investment solutions while ensuring compliance and ethical conduct. A Bachelor's degree is required, with a Master’s preferred. Competitive benefits are offered, including medical coverage and a 401(k) plan.
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