Citi
Citi Private Bank - Investment Counselor - San Francisco, CA
Citi, San Francisco, California, United States, 94199
Citi Private Bank - Investment Counselor - San Francisco, CA
Base pay range: $200,000.00/yr - $500,000.00/yr
The Investment Counselor Principal is a strategic professional who closely follows the latest trends in the field and adapts them for application within the job and the business. Recognized subject matter expert within one area with strong commercial awareness. Excellent communication skills are required to negotiate internally, often at a senior level, with some external communication typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. The role requires thinking beyond existing solutions and assumptions in sophisticated areas, with significant impact on a function or the business through decisions that determine technical approaches and strategies. Citi Private Bank’s objective is to enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US.
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 making business decisions, demonstrating 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, and escalating while 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. Ability to think beyond existing solutions, assumptions or current knowledge in 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
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 - $500,000.00
In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards. Citi offers benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off packages. Availability of benefits may vary by jurisdiction, job level, and date of hire. For additional information regarding Citi employee benefits, please visit citibenefits.com.
Equal Employment Opportunity: Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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 and Citi’s EEO Policy Statement and Know Your Rights poster.
Anticipated Posting Close Date: Dec 19, 2025
#J-18808-Ljbffr
The Investment Counselor Principal is a strategic professional who closely follows the latest trends in the field and adapts them for application within the job and the business. Recognized subject matter expert within one area with strong commercial awareness. Excellent communication skills are required to negotiate internally, often at a senior level, with some external communication typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. The role requires thinking beyond existing solutions and assumptions in sophisticated areas, with significant impact on a function or the business through decisions that determine technical approaches and strategies. Citi Private Bank’s objective is to enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US.
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 making business decisions, demonstrating 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, and escalating while 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. Ability to think beyond existing solutions, assumptions or current knowledge in 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
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 - $500,000.00
In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards. Citi offers benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off packages. Availability of benefits may vary by jurisdiction, job level, and date of hire. For additional information regarding Citi employee benefits, please visit citibenefits.com.
Equal Employment Opportunity: Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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 and Citi’s EEO Policy Statement and Know Your Rights poster.
Anticipated Posting Close Date: Dec 19, 2025
#J-18808-Ljbffr