Senior HNW Investment Counselor Lead
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant
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.
Step into the Senior HNW Investment Counselor Lead role at Citi in Miami, FL, United States and grow with us.
Consider building your career as a Senior HNW Investment Counselor Lead at Citi.
The Senior HNW Investment Counselor Lead position in the Finance, Sales field is open for applications.
We have an opening for a Senior HNW Investment Counselor Lead in Miami, FL, United States within Finance, Sales.
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