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UHNW Investment Counselor — Private Banking Lead
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-09-04
Listing for:
Citibank (Switzerland) AG
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
The Citi Private Bank in Houston seeks an Investment Counselor Sr. Lead to serve as the primary client contact and trusted investment advisor for ultra-high net worth clients.
You will combine traditional and alternative investments with wealth planning, and collaborate with bankers to grow investment business across currencies and jurisdictions. The role requires 10+ years in investment advisory, strong client relationships, and compliance with US regulations (S7/S63/S66/SIE).
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