Executive Investment Counselor & Private Banking Leader
Listed on 2026-11-04
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Finance & Banking
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.
This is a strong role to take on the Executive Investment Counselor & Private Banking Leader role at Citi.
This opening is for the Executive Investment Counselor & Private Banking Leader role at Citi.
We are seeking a motivated Executive Investment Counselor & Private Banking Leader to join Citi in Costa Mesa, CA, United States.
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