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Citi

West Region Investment Counsel Group Lead

san francisco, CA

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Job description

Citi is seeking an Investment Counselor Group Manager in San Francisco, California. This role focuses on leading investment revenue growth with Ultra High Net Worth clients while directing a professional team. Candidates must have a solid background in investment strategies and client relations, along with robust managerial experience.

The successful applicant will play a pivotal role in coaching professionals, conducting client meetings, and ensuring risk compliance. A Bachelor's degree and at least 10 years of relevant experience are required.

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Worksite address

san francisco, CA, 94199, US

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