Investment Counselor

Citi

Investment Counselor at Citi Private Bank managing ultra-high net worth investment relationships. Provide investment advice and solutions, growing client relationships and oversight of investments.

Posted 5/30/2026full-timeLos Angeles • California • 🇺🇸 United StatesSeniorLead💰 $200,000 - $300,000 per yearWebsite

About the role

Key responsibilities & impact

Investment counselors will establish, grow and manage investment relationships with ultra-high net worth clients
Experienced in implementation and oversight of investment solutions
Provide advice and guidance on markets and actionable investment ideas
Build and manage a successful practice centered on deepening relationships by providing investment advice and solutions
Engage and advise clients on brokerage activity and execute trades seamlessly
Appropriately assess risk in business decisions

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

investment solutionsrisk assessmenttrade executionmarket analysisproblem solvinginnovative solutions

Soft Skills

relationship managementclient engagementjudgmentadvisory skills

Certifications

CFAMBAS7S66S3Securities Industry Exam (SIE)