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Senior UHNW Investment Counselor Lead

Job in Jacksonville, Duval County, Florida, 32290, USA
Listing for: Citi
Full Time position
Listed on 2026-07-28
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 200000 - 300000 USD Yearly USD 200000.00 300000.00 YEAR
Job Description & How to Apply Below

The Private Bank at Citi (CPB) is seeking an Investment Counselor Sr. Lead in Jacksonville, FL to act as primary client contact and trusted advisor for ultra-high-net-worth clients.

You will provide investment guidance, portfolio advice, and after‑sales execution in partnership with Banker teams. This role requires deep experience, excellent communication, and the ability to cross‑sell lending, trust and institutional solutions across currencies and jurisdictions while maintaining Citi's high

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Position Requirements
10+ Years work experience
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