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Senior Private Wealth Investment Counselor (Hybrid
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-15
Listing for:
Citibank (Switzerland) AG
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Citi Private Bank in San Francisco and Palo Alto is seeking an Investment Counselor to lead relationships with ultra-high-net-worth clients, delivering tailored investment advice and solutions across markets and asset classes.
The role requires 15+ years of experience, advanced degrees such as CFA/MBA are a plus, and a strong track record in building trusted client relationships while navigating regulatory requirements and cross-department collaboration.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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