Investment Counselor Sr. Lead

The Investment Counselor Principal is a strategic professional who closely follows trends in the field and adapts them for application within the job and the business. Recognized subject matter expert within one area with strong commercial awareness. An acknowledged authority both within and outside the area of expertise. Typically a small number of people within the business provide the same level of expertise.

Excellent communication skills are required to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Must think beyond existing solutions, assumptions, or current knowledge of sophisticated areas. Significant impact on a function and/or the business through decisions that determine technical approaches and strategies for the area.

Citi Private Bank’s objective is to further enhance its ability to build relationships with and service the investment needs of ultra‑high net worth clients in the US.

• Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra‑high net worth clients. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Candidates should possess the credibility to cultivate trusting relationships with existing ultra‑high net worth clients of Citi Private Bank, be entrepreneurial, and capable of bringing in new clients and investment relationships.
  
  Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
• Leverage existing client relationships, local network and investment experience to introduce new ultra‑high net worth clients to Citi Private Bank.
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
• Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross‑marketing opportunities.
• Work across currencies, asset classes, markets and jurisdictions.
• Engage and advise clients on brokerage activity and execute trades seamlessly.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment, and escalating, managing and reporting control issues with transparency.

• Fluent in Spanish; 15+ years of experience.
• Extensive experience in providing investment advice and solutions.
• CFA, MBA or other advanced degree a plus.
• Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Must think beyond existing solutions and current knowledge in sophisticated areas.
• US Only: S7, S66 (or 63 & 65) & S3;
  
  NOTE:
  
  Securities Industry Exam (SIE is a prerequisite to the S7).

• Bachelor’s/University degree;
  Master’s degree preferred.

• Time Type:
  Full time
• Primary
  
  Location:
  
  Miami, Florida, United States
• Primary Location Full Time Salary Range: $ - $

In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards. Citi offers benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages including vacation, sick leave and holidays. For additional information regarding Citi employee benefits, please visit  Available offerings may vary by jurisdiction, job level, and date of hire.

Please see the requirements listed above.

For complementary skills, please see above and/or contact the recruiter.

July 18, 2026