Wealth at Work - Investment Counselor - Director

Citi

4 days ago

United States$200,000.00 - $300,000.00Full TimeGeneral Medicine

✓ No Call✓ No Weekends

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Job Description

About the Role

Join Citi as a Wealth at Work - Investment Counselor - Director in United States. The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area.

Key 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.

Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.

Requirements

Job Family Group: Private Client Product Services

Job Family: Investment Counselor

Time Type: Full time

Primary Location: San Francisco California United States

Benefits & Compensation

Salary: $200,000.00 - $300,000.00

Work Schedule

Full-time position.

No explicit call, weekend, or night shift information provided.

This position offers competitive compensation. Work with Citi in United States.

Key Skills

Investment adviceRelationship managementUltra-high net worth client managementPortfolio managementWealth planningPrivate bankingAsset allocationRisk assessmentStrategic planningCommunication skillsNegotiationQuantitative analysisQualitative analysisBusiness developmentComplianceMarket analysis

Finance & AccountingManagement & LeadershipConsultingvia Eightfold

Position Insights

Work-Life Balance Overview

This Wealth at Work - Investment Counselor - Director position at Citi includes the following lifestyle factors: no on-call duties, no weekend requirements. Candidates should review the full job details to assess overall work-life fit.

General Medicine — Physician Career Context

This General Medicine position at Citi is open to physician candidates.

Physicians (MD/DO) are in high demand across healthcare settings, with growing interest in positions that offer sustainable schedules and reduced administrative burden.

Compensation Analysis

Citi lists compensation for this physician position at $200k to $300k annually.

Location & Logistics

This position is based in United States.

Why This Position Stands Out

No on-call requirements — clinicians are completely off-duty after hours
No weekend shifts — preserving personal and family time
Transparent compensation ($200k–$300k)

Skills, Responsibilities & Benefits

Key skills and qualifications: Investment advice, Relationship management, Ultra-high net worth client management, Portfolio management, Wealth planning, Private banking, Asset allocation, Risk assessment. Candidates with experience in these areas may be especially well-suited for this General Medicine role.

Core responsibilities: The Investment Counselor will manage and grow investment relationships with ultra-high net worth clients by providing tailored advice and innovative solutions. They are responsible for leveraging internal partnerships and market expertise to optimize client portfolios while ensuring strict adherence...

Benefits package: Medical coverage, Dental coverage, Vision coverage, 401(k), Life insurance, Accident insurance, Disability insurance, Wellness programs. A comprehensive benefits package is an important factor in evaluating total compensation beyond base salary.

About WeekdayDoc

WeekdayDoc is the only healthcare job board that scores every position for burnout risk and work-life balance. Every listing includes a proprietary burnout score, transparent salary data when available, and lifestyle filters for no-call, no-weekends, and remote positions. Browse more General Medicine physician jobs on WeekdayDoc to compare work-life balance scores and compensation across employers.