About this opportunity
Citi lists this Executive Investment Counselor & Private Banking Leader opportunity in costa mesa, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Citi is seeking an experienced Investment Counselor Principal to manage relationships with ultra-high net worth clients. The ideal candidate will possess over 15 years of experience in investment advisory, demonstrating strong judgment, quantitative and qualitative analysis, and exceptional communication skills.
This role involves leveraging client relationships and networks to provide innovative investment solutions while ensuring compliance and ethical conduct. A Bachelor's degree is required, with a Master’s preferred. Competitive benefits are offered, including medical coverage and a 401(k) plan.
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Worksite address
costa mesa, CA, 92626, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.