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Citigroup Inc.

Senior Investment Counselor for UHNW Private Banking

palo alto, CA

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About this opportunity

Citigroup Inc. lists this Senior Investment Counselor for UHNW Private Banking opportunity in palo alto, 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 Palo Alto, CA. In this strategic role, you will develop and manage relationships with ultra-high net worth clients, leveraging extensive investment experience to provide innovative solutions and advice.

Qualified candidates should have 15+ years in investment advising, a strong grasp of both traditional and alternative investments, and hold advanced degrees such as CFA or MBA. This position requires excellent communication skills to navigate complex client relationships.

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Worksite address

palo alto, CA, 94306, US

Who can apply

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