Senior HNW Investment Counselor Lead
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Finance & Banking
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.
This position is for the Senior HNW Investment Counselor Lead role at Citi.
Learn more about the Senior HNW Investment Counselor Lead role in the description above.
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This posting is for the Senior HNW Investment Counselor Lead role at Citi, based in Miami, FL, United States.
Position Requirements
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