Senior HNW Investment Counselor Lead
Citi
Citi Private Bank in Miami, FL seeks an Investment Counselor Sr. Lead to act as the primary client contact and trusted investment advisor for ultra‑high net worth clients. You will provide investment guidance, construct portfolios, and coordinate with Banker teams to grow relationships across markets and products. Requires 10+ years of experience, strong investment advisory skills, and credentials (S7/S63/S66/S31 preferred; SIE prerequisite). Bachelor's degree required; MBA a plus. #J-18808-Ljbffr Citi
Vacancy posted 2 days ago
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