About this opportunity
Citigroup Inc. lists this Senior Investment Counselor for UHNW Clients opportunity in costa mesa, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Citigroup Inc. is looking for an Investment Counselor Principal in Costa Mesa, California. This strategic role involves managing relationships with ultra-high net worth clients, providing tailored investment advice, and ensuring compliance with regulations.
The ideal candidate will have over 15 years of experience, strong commercial awareness, and advanced qualifications such as a CFA or an MBA. Citi offers a comprehensive benefits package and competitive salaries.
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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.