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Managing Director, Ultra‑High Net Worth Investment Counselor
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-06-17
Listing for:
Citi
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Citi is looking for an Investment Counselor Principal in San Francisco, California, to manage investment relationships and provide advice to ultra-high net worth clients. Candidates must have over 15 years of experience and possess strong analytical and interpersonal skills.
The role involves implementing investment solutions, engaging clients, and adhering to compliance standards. A Bachelor's degree is required, with advanced degrees preferred. The position offers a salary range of $ – $ along with comprehensive benefits.
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