Wealth at Work, Managing Director, Investment Counselor Team Lead, West Region

Join Citi as a Wealth at Work, Managing Director, Investment Counselor Team Lead, West Region in San Francisco, California. The Investment Counselor Grp Mgr is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals.

Key Responsibilities

• Lead produce growth in investment revenue and AUMs with Ultra High Net Worth clients.

• Experienced in constructing and overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas.

• Credibility to cultivate trusting, productive relationships with key partners throughout CPB and the wider Citi.

Requirements

• Demonstrating such partnership with the Banking Regional Head, and with other product leaders in Investments and beyond, is essential.

Benefits & Compensation

• Salary: $250K - $500K

Work Schedule

• Full-Time position.

This position offers competitive compensation. Work with Citi in San Francisco, California.