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Citi

Investment Counselor – Director

Citi

. Establish, grow and manage investment relationships with ultra-high net worth clients.

Posted 4/25/2026full-timeSan Francisco • California, New York • 🇺🇸 United StatesLead💰 $200,000 - $300,000 per yearWebsite

About the role

Key responsibilities & impact
  • Establish, grow and manage investment relationships with ultra-high net worth clients.
  • Experienced in the implementation and oversight of investment solutions.
  • Providing advice and guidance on markets and actionable investment ideas.
  • Cultivate trusting relationships with existing ultra-high net worth clients.
  • Bring in new clients/investment relationships.
  • Leverage existing client relationships, local network and investment experience.
  • Build and manage a successful practice centered on deepening relationships.
  • Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services.
  • Engage and advise clients on brokerage activity and execute trades seamlessly.
  • Appropriately assess risk demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.

Requirements

What you’ll need
  • 15+ years of experience
  • Extensive experience in providing investment advice and solutions.
  • CFA, MBA degree or other advanced degree a plus.
  • Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions.
  • Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas.
  • US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Benefits

Comp & perks
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

ATS Keywords

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Hard Skills & Tools
investment solutionsinvestment advicerisk assessmentbrokerage activitytrade executionalternative investmentswealth planningprivate banking
Soft Skills
relationship managementtrust buildingclient engagementproblem solvinginnovative thinkingjudgment
Certifications
CFAMBAS7S66S3Securities Industry Exam (SIE)