Wealth at Work - Investment Counselor - Director

Responsibilities: Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners. Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank. Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions. Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. Work across currencies, asset classes, markets and jurisdictions. Engage and advise clients on brokerage activity and execute trades seamlessly. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 15+ years of experience Extensive experience in providing investment advice and solutions. CFA, MBA degree or other advanced degree a plus. Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7) Education: Bachelor's/University degree, Master's degree preferred Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Job Family Group: Private Client Product Services Job Family: Investment Counselor Time Type: Full time Primary Location: San Francisco California United States Primary Location Full Time Salary Range: $200,000.00 - $300,000.00 Anticipated Posting Close Date: May 01, 2026 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr Citi