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West Region MD, Private Bank — UHNW Investment Lead
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-15
Listing for:
Citi
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Citi is seeking an experienced investment advisor in San Francisco to lead portfolio growth with Ultra High Net Worth clients. The ideal candidate will have over 10 years of experience in investment management and will effectively manage client relationships while overseeing investment portfolios and providing strategic advisory services.
The role requires strong communication skills, the ability to assess risk and market conditions, and a commitment to upholding Citi's high standards of conduct.
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