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UHNW Investment Counselor & Relationship Lead

$200k - $300k

Citi Group

Citigroup is seeking an Investment Counselor in San Francisco, California. This role involves managing ultra-high net worth client relationships and providing tailored investment strategies. Candidates should have over 15 years of experience in investment solutions and possess strong analytical skills. The position requires collaboration with internal partners to enhance client services and generate new business opportunities. A Bachelor's degree is required, and advanced credentials like CFA or MBA are preferred. Competitive salary range is $200,000.00 – $300,000.00 with comprehensive benefits. #J-18808-Ljbffr Citigroup

Vacancy posted 3 days ago
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