Senior UHNW Investment Advisor & Private Wealth Strategist
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-09-05
Listing for:
Citigroup Inc.
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Citi Private Bank in Houston seeks an Investment Counselor Principal to lead and grow relationships with ultra-high net worth clients, providing expert investment guidance and portfolio solutions. You will combine deep knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client outcomes.
Ideal candidates have 15+ years of experience, a CFA/MBA is a plus, and the credibility to engage senior clients and internal partners.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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