Executive Investment Counselor & Private Banking Leader
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant
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.
We are looking to fill the Executive Investment Counselor & Private Banking Leader position at Citi in Costa Mesa, CA, United States.
Our organisation is growing, and we are hiring a Executive Investment Counselor & Private Banking Leader in Costa Mesa, CA, United States.
This opportunity is for the Executive Investment Counselor & Private Banking Leader role at Citi.
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