Senior Investment Counselor – Lead

Citi

. Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.

Posted 5/1/2026full-timeMiami • Florida, New York • 🇺🇸 United StatesSenior💰 $200,000 - $300,000 per yearWebsite

About the role

Key responsibilities & impact

Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.
Provide advice and guidance on markets and actionable investment ideas.
Cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank.
Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
Work across currencies, asset classes, markets and jurisdictions.
Engage and advise clients on brokerage activity and execute trades seamlessly.

Requirements

What you’ll need

Fluent in Spanish
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.

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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Applicant Tracking System Keywords

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Hard Skills & Tools

investment advicebrokerage activitytrade executionin-depth analysisproblem solvinginnovative solutions

Soft Skills

relationship managementtrust buildingcommunicationjudgment

Certifications

CFAMBA