Job Description

Overview

Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields.

Responsibilities

• 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.
• Avoid conflicts of interest; appropriately assess risk when business decisions are made, demonstrating consideration for the firms reputation and safeguarding Citi, 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.
• Collaborate with a wide array of internal partners to support a high-quality client experience and service delivery.

Qualifications

• 10+ years of related experience
• Expertise 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 of sophisticated investment trends and solutions.

Licensing & Education

• US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
• Education: Bachelor\'s / University degree, Master\'s degree preferred

Job Details

• 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, - $300,

Benefits & Notes

In addition to salary, Citis offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date: Oct 20, 2025

Job Tags

Similar Jobs