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Citi

Senior Managing Director, UHNW Investment Counselor

new york, NY

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Job description

Citi is searching for a Managing Director, Investment Counselor, to be based in San Francisco. This role involves establishing and managing investment relationships with ultra-high-net-worth clients, providing them with expert market advice and actionable investment ideas.

The successful candidate will possess over 15 years of experience in investment advisory roles, along with advanced judgment and a track record in client engagement. The role requires a Bachelor's degree, with a Master's degree or CFA as preferred qualifications.

Citi offers a competitive salary range of $250,000 - $500,000 plus benefits including medical, dental, vision coverage, and wellness programs.

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Worksite address

new york, NY, 10261, US

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