Finance & Banking • Costa Mesa, California, United States
UHNW Investment Counselor & Private Banker - OC
Costa Mesa, California, United StatesOn-sitePosted 15 hours ago
Finance & Banking
About the Role
Citigroup Private Bank in Costa Mesa, CA seeks an experienced Investment Counselor to establish and grow relationships with ultra-high net worth clients. You will advise on traditional and alternative investments, wealth planning, and cross-border private banking services, collaborating with internal partners to deliver comprehensive solutions.
The role requires senior-level judgment, extensive investment experience, and the ability to work across currencies and jurisdictions in a fast-paced
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What You'll Do
Citigroup Private Bank in Costa Mesa, CA seeks an experienced Investment Counselor to establish and grow relationships with ultra-high net worth clients.
You will advise on traditional and alternative investments, wealth planning, and cross-border private banking services, collaborating with internal partners to deliver comprehensive solutions.
The role requires senior-level judgment, extensive investment experience, and the ability to work across currencies and jurisdictions in a fast-paced #J-18808-Ljbffr
