Investment Counselor

Citi

Investment Counselor establishing and managing investment relationships with ultra-high net worth clients. Providing market insights and investment solutions while ensuring compliance with financial regulations.

Posted 5/30/2026full-timeSan Francisco • California • 🇺🇸 United StatesSeniorLead💰 $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
They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas
Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships
Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners
Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to 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
Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities
Work across currencies, asset classes, markets and jurisdictions
Engage and advise clients on brokerage activity and execute trades seamlessly
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

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
planned time off (vacation)
unplanned time off (sick leave)
paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment solutionsinvestment advicerisk assessmentbrokerage activitytrade executionalternative investmentswealth planningcross-marketingin-depth analysisproblem solving

Soft Skills

relationship buildingentrepreneurial mindsetcollaborationteam orientationtrust cultivationjudgmentinnovative thinkingcommunicationclient engagementethical judgment

Certifications

CFAMBAS7S66S3Securities Industry Exam (SIE)