Finance & Banking • San Francisco, California, United States
Senior UHNW Investment Advisor
San Francisco, California, United StatesOn-sitePosted 10 hours ago
Finance & Banking
About the Role
Citi Private Bank is seeking an Investment Counselor Principal in San Francisco to lead relationships with ultra-high net worth clients, provide sophisticated investment guidance, and coordinate cross-functional support across Citi Private Bank offerings.
The role requires extensive experience in investment advisory, strong client management skills, and ability to work across currencies and asset classes while maintaining strict compliance with regulatory requirements.
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What You'll Do
Citi Private Bank is seeking an Investment Counselor Principal in San Francisco to lead relationships with ultra-high net worth clients, provide sophisticated investment guidance, and coordinate cross-functional support across Citi Private Bank offerings.
The role requires extensive experience in investment advisory, strong client management skills, and ability to work across currencies and asset classes while maintaining strict compliance with regulatory requirements.
