Citi Private Bank - Investment Counselor - San Francisco & Palo Alto
Core
Strategic professional providing investment advice and solutions to ultra-high net worth clients, managing relationships and executing trades across global markets.
Role type
Principal Investment Counselor
Builds
Investment practice and client relationships for ultra-high net worth individuals
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy, wealth planning, risk assessment, compliance, quantitative/qualitative analysis, client relationship management, cross-asset class expertise
Preferred skills
CFA, MBA, advanced degree
Technologies
N/A
Responsibilities
Establish and grow investment relationships with ultra-high net worth clients; provide actionable investment ideas and advice; execute trades and manage brokerage activity; assess risk and ensure regulatory compliance; leverage internal partners for cross-marketing opportunities.
Seniority
Principal, strategic expert