Senior Investment Counselor for UHNW Clients
Citi Group
Citigroup Inc. is seeking an Investment Counselor Principal in San Francisco, California to manage investment relationships with ultra-high net worth clients. This role requires over 15 years of experience in investment advisory, along with strong analytical skills and risk assessment capabilities. The ideal candidate will possess a Bachelor's degree, preferably a Master's, and relevant certifications like CFA or an MBA. Responsibilities include providing actionable investment advice and solutions while ensuring client satisfaction and compliance with regulations. #J-18808-Ljbffr Citigroup Inc.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Investment Counselor for UHNW Clients in San Francisco, CA vacancy
- ...Professionals for its San Francisco office to deliver high‑touch client service and strategic financial guidance. You will collaborate with Private Wealth Advisors to manage relationships, oversee investment activity, and leverage the firm’s global resources to meet...SeniorWork at office
$180k - $230k
UHNW Senior Tax Manager (CPA required) Job Description Experience: Mid Level Salary: $180,00... ...wants to work with a highly sophisticated client base and be part of a collaborative,... ...as well as clients involved in trade and investment partnerships across multiple industries....SeniorRemote work3 days per week$180k - $230k
UHNW Senior Tax Manager (CPA required) $180,000 - $230,000 per year | San Francisco, CA |... ...well‑known and highly recommended by our clients. Our services include traditional Tax,... ...well as clients involved in trade and investment partnerships across multiple industries...SeniorPermanent employmentLocal areaRemote work3 days per week- Conclude is seeking a personal financial planning professional to lead client advising efforts, acting as a fiduciary providing holistic guidance on saving, retirement, debt, and investments. The role emphasizes security, compliance, and client confidentiality. The candidate...Senior
- Goldman Sachs in San Francisco is seeking Wealth Management Professionals who excel at client service and collaboration. You will engage ultra-high-net-worth and high-net-worth clients, deliver tailored financial guidance, and coordinate with Private Wealth Advisors to...Senior
- A financial services firm in San Francisco is looking for Private Bankers and Investment Counselors to serve high-net-worth clients. This role requires strong private banking experience and a solid track record in client management. Candidates will work closely with teams...Full timePart time
$200k - $300k
...: $200,000.00 - $300,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Principal is a strategic professional who closely... ...in order to negotiate internally, often at a senior level. Some external communication is...Full timeLocal area- Pathstone is hiring an Associate Director, Client Advisory in San Francisco to deliver comprehensive wealth management solutions to UHNW families and institutions. You will... ...to manage client relationships, implement investment guidance, and coordinate wealth planning...Senior
$200k - $300k
...Citibank (Switzerland) AG is seeking an experienced UHNW Banker in San Francisco. This role requires 15+ years in Private Banking, focusing... ...on providing strategic financial advice to ultra-high-net-worth clients. Responsibilities include identifying prospects, managing...Senior- LeoForce's tax practice seeks an UHNW Senior Tax Manager (CPA required) to lead complex returns and proactive planning for ultra-high-net... ...or San Jose. The ideal candidate will mentor staff, manage client delivery, and collaborate with partners on strategic planning...Senior
- Brooklyn Investment Group is seeking a Senior Client Portfolio Manager (CPM) in Emeryville, California. In this pivotal role, you will convert quantitative insights into actionable client outcomes while collaborating closely with portfolio managers and engineers. The ideal...Senior
- U.S. Bank is seeking a Client Relationship Consultant to build trusted relationships with customers across in-person, by appointment, and digital channels, delivering guidance on deposits, loans, and digital products. You will proactively engage clients, open new accounts...Senior
$250k
...Citi is looking for an Investment Counselor Principal in San Francisco, California, to manage investment relationships and provide advice to ultra-high net worth clients. Candidates must have over 15 years of experience and possess strong analytical and interpersonal...- ...research, scalable technology, and hands‑on client expertise. Our mission is to deliver... ...aware portfolios at scale. The Role As a Senior Client Portfolio Manager (CPM), you’ll... ...asset management, wealth management, or investment consulting with direct client responsibility...Senior
$170k - $210k
...integrating financial planning, investment management, business... ...legally bound to act in our clients’ best interests — always.*Mercer... ...criteria methodology here.Regis UHNW Team: Our Regis Group was specifically... ...management.Job Summary:The Senior Wealth Advisor focuses on...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$175k - $190k
...A leading insurance brokerage firm is seeking an Experienced P&C Client Executive in San Francisco to manage client relationships and provide expert guidance on insurance programs. Candidates should have a college degree and at least 10 years of experience in a similar...SeniorEPIC Insurance Brokers & Consultants
San Francisco, CA4 days ago$250k
...StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany: CitiThe Investment Counselor Principal is a strategic professional who... ...in order to negotiate internally, often at a senior level. Some external communication is typically...Full timeLocal area$115k - $145k
...get closer to portfolio management, financial planning, investment management, and clients, this could be a great next step. 💰 $115K-$145K base + up... ...structure provides a clear progression from Wealth Analyst Senior Wealth Analyst Wealth Advisor Wealth Manager.Requirements...SeniorCasual workWork at office2 days per week- ...Job Description Job Description Description: Position Summary: As an A.P.C. Senior Client Advisor, you are a natural leader who takes ownership in all areas of client service and store operations. You are eager to learn, maintaining personal knowledge of the latest...Senior
A.P.C.
San Francisco, CAmore than 2 months ago - A leading financial institution is seeking a Senior Market Leader to sell investment products and generate revenue. The ideal candidate will have 10-1... ...financial products. Responsibilities include building client relationships and executing strategic initiatives. This...SeniorRemote workFlexible hours
Northern Trust
San Francisco, CA4 days ago $117.73 per hour
" Licensed Professional Counselor (LPC) Wage: Up to $117.73/hour Licensed Professional Counselor — Are you ready to launch or... ...increase your earnings with higher rates, and start taking covered clients sooner. It’s all on one free-to-use platform, no commitment...Bi-weekly payPrivate practiceHeadway
San Francisco, CA19 hours ago$200k - $300k
...full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants... ...professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra...Full timeCitigroup Inc.
San Francisco, CA3 days ago- ...Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is... ...processes and driving team performance.Working knowledge of investment operations, brokerage products, and regulatory requirements.Proficiency...SeniorWork at office
$150k - $175k
...Advisor to join their team. The ideal candidate will have over 6 years of experience in investment management, exceptional communication skills, and a proven ability to build lasting client relationships. This role offers a unique platform with transparent compensation...Senior$170k - $210k
...integrating financial planning, investment management, business... ...legally bound to act in our clients' best interests — always.*... ...criteria methodology here. Regis UHNW Team: Our Regis Group was... ...management. Job Summary: The Senior Wealth Advisor focuses on...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursMercer Advisors
San Francisco, CA8 days ago- ...Our client is a well-established real estate investment and property management organization based in San Francisco. They manage a diverse portfolio of properties... ...and supportive team culture. Position Overview The Senior Accounting Analyst will help oversee this firm's...Senior
Propel Recruitment LLC
San Francisco, CA6 hours ago $175k - $225k
...StatesSalary: $175,000.00 - $225,000.00Category: Banking & International, Investment BankingCompany: CitiThe Investment Banking Senior Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing...SeniorFull time$179.85k - $340.97k
...seeking a skilled professional for their Mergers and Acquisitions practice. This position involves extensive engagement management with clients, including direct interaction with C-suite executives. The ideal candidate will have substantial experience in tax due diligence...Senior- Citigroup Inc. in San Francisco is seeking a Corporate Banking Senior Associate to lead planning of investment strategies for major market clients, coordinating with Institutional Banking to drive revenue while deploying Citi capital and managing risk. You will partner...Senior
- ...Citi is seeking an experienced Private Banker in San Francisco to lead relationships with ultra-high-net-worth clients. The role demands a proven track record in Private Banking, along with strong skills in relationship management and client conversion. Applicants should...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Counselor for UHNW Clients. Be the first to apply!
Related searches
- relationship consultant San Francisco, CA
- substance abuse counselor San Francisco, CA
- housing counselor San Francisco, CA
- intake counselor San Francisco, CA
- child care counselor San Francisco, CA
- clinical counselor San Francisco, CA
- international student counselor San Francisco, CA
- career counselor San Francisco, CA
- college guidance counselor San Francisco, CA
- day camp counselor San Francisco, CA