Senior Investment Counselor UHNW Clients
Job in
Costa Mesa, Orange County, California, 92626, USA
Listed on 2026-06-23
Listing for:
Citigroup Inc.
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Citigroup Inc. is looking for an Investment Counselor Principal in Costa Mesa, California. This strategic role involves managing relationships with ultra-high net worth clients, providing tailored investment advice, and ensuring compliance with regulations.
The ideal candidate will have over 15 years of experience, strong commercial awareness, and advanced qualifications such as a CFA or an MBA. Citi offers a comprehensive benefits package and competitive salaries.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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