Wealth at Work - Investment Counselor - Director

Citigroup

San Francisco, California, United States
Base: $200,000.00 - $300,000.00; bonus/equity: dis...
Hybrid
15+ years investment experience
Ultra-high net worth client relationships
Alternative investments knowledge
The role focuses on building and managing investment relationships with ultra-high net worth clients within Citi Private Bank

Job Summary

  • The role focuses on building and managing investment relationships with ultra-high net worth clients within Citi Private Bank.
  • Candidates must leverage extensive market knowledge to provide actionable investment advice and execute trades seamlessly across various asset classes.
  • The position offers a competitive salary range of $200,000 to $300,000 along with comprehensive benefits including medical coverage and 401(k) matching.

Matching Summary

The role focuses on building and managing investment relationships with ultra-high net worth clients within Citi Private Bank.

Salary

Base: $200,000.00 - $300,000.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, paid time off

Skills & Requirements

Must-have

  • 15+ years investment experience
  • Ultra-high net worth client relationships
  • Alternative investments knowledge
  • US securities licenses S7 S66 S3

Nice-to-have

  • CFA or MBA degree preferred
  • Entrepreneurial client acquisition skills
  • Cross-border market expertise
  • Collaborative team-oriented approach

Key Requirements

  • 15+ years of professional experience
  • CFA, MBA, or advanced degree preferred
  • Required US Securities Licenses (S7, S66, S3)
  • Bachelor's degree required

Work Rights

US Only

Tailored Resume

Cover Letter