UHNW Wealth Advisor & Strategic Investment Counselor
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-06
Listing for:
Citi
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A major financial institution is looking for an experienced Ultra High Net Worth (UHNW) Investment Counselor to join its team in New York. The ideal candidate should have over 15 years of experience in investment advice and a proven ability to foster client relationships. Responsibilities include managing investment strategies and serving as a trusted advisor to clients worth over $25 million.
Knowledge in both traditional and alternative investments is key to optimizing client services and cross-marketing opportunities.
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