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Senior HNW Investment Counselor Lead
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-08-31
Listing for:
Citi
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Citi Private Bank in Miami, FL seeks an Investment Counselor Sr. Lead to act as the primary client contact and trusted investment advisor for ultra‑high net worth clients. You will provide investment guidance, construct portfolios, and coordinate with Banker teams to grow relationships across markets and products.
Requires 10+ years of experience, strong investment advisory skills, and credentials (S7/S63/S66/S31 preferred; SIE prerequisite). Bachelor's degree required; MBA a plus.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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