Executive Investment Counselor Team Lead for UHNW West
Citi
Citi in San Francisco, CA seeks an Investment Counselor to lead and grow investment revenue and AUMs for Ultra High Net Worth clients. You will oversee portfolios, provide market guidance, and collaborate with Citi Private Bank specialists to tailor solutions. The role emphasizes coaching, client-focused advisory, and quarterly reviews while aligning strategies with risk and asset allocation targets. Strong leadership and communication are essential. #J-18808-Ljbffr Citi
Vacancy posted 2 days ago
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