Finance & Banking • Beverly Hills, Florida, United States
Senior Private Wealth Investment Counselor
Beverly Hills, Florida, United StatesOn-sitePosted 10 hours ago
Finance & Banking
About the Role
Citi Private Bank is seeking an Investment Counselor Principal to lead relationships with ultra-high net worth clients and provide sophisticated investment guidance.
You will combine traditional and alternative investments with wealth planning and private banking services, building a scalable practice across currencies and markets while maintaining high ethical standards and regulatory compliance.
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What You'll Do
Citi Private Bank is seeking an Investment Counselor Principal to lead relationships with ultra-high net worth clients and provide sophisticated investment guidance.
You will combine traditional and alternative investments with wealth planning and private banking services, building a scalable practice across currencies and markets while maintaining high ethical standards and regulatory compliance.
