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 2 days ago
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