Overview

Company
Citigroup Inc.
Location
Houston, Texas, United States
Citigroup Inc.

Finance & Banking • Houston, Texas, United States

UHNW Investment Counselor Lead — Private Banking

Houston, Texas, United StatesPosted 16 hours ago
Finance & Banking

About the Role

Citi Private Bank is seeking an Investment Counselor Sr. Lead to serve as the primary contact and trusted advisor for ultra-high net worth clients.

You will guide investment strategy, identify opportunities, and coordinate with the Banker team to execute strategies across currencies and asset classes. The role requires a track record in investment solutions, strong client management skills, and the ability to navigate complex regulatory requirements.

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What You'll Do

Citi Private Bank is seeking an Investment Counselor Sr.
Lead to serve as the primary contact and trusted advisor for ultra-high net worth clients.
You will guide investment strategy, identify opportunities, and coordinate with the Banker team to execute strategies across currencies and asset classes.
The role requires a track record in investment solutions, strong client management skills, and the ability to navigate complex regulatory requirements.

Skills & Technologies

Finance & Banking