Finance & Banking • San Francisco, California, United States
UHNW Wealth Advisor & Private Banking Strategist
San Francisco, California, United StatesOn-sitePosted 10 hours ago
Finance & Banking
About the Role
Citi Private Bank in Beverly Hills, CA is seeking an Investment Counselor Principal to guide ultra-high-net-worth clients with sophisticated investment strategies and wealth planning. You will build trust, provide informed investment advice, and collaborate with internal teams to deliver customized solutions.
Ideal candidates bring 15+ years in investment advisory, strong client relationship skills, and a track record of delivering comprehensive wealth management strategies across markets.
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What You'll Do
Citi Private Bank in Beverly Hills, CA is seeking an Investment Counselor Principal to guide ultra-high-net-worth clients with sophisticated investment strategies and wealth planning.
You will build trust, provide informed investment advice, and collaborate with internal teams to deliver customized solutions.
Ideal candidates bring 15+ years in investment advisory, strong client relationship skills, and a track record of delivering comprehensive wealth management strategies across markets.
