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Senior UHNW Investment Counselor Lead
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-07-28
Listing for:
Citi
Full Time
position Listed on 2026-07-28
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
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
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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