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Managing Director, Investment Counselor, Los Angeles at Citi — Los Angeles, CaliforniaManaging Director, Investment Counselor, Orange County at Citi — Costa Mesa, CaliforniaCiti Private Bank - Investment Counselor - Los Angeles, Beverly Hills, & Orange County at Citi — Los Angeles, California
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JobsCounselor JobsHealthcare Jobs in CaliforniaCiti Private Bank - Investment Counselor - San Francisco & Palo Alto

Pays $200K - $300K — Counselor market median is ~$88k (22 jobs)

Citi logo

Citi

San Francisco, California

Citi Private Bank - Investment Counselor - San Francisco & Palo Alto

CounselorFull-Time
Posted 3mo ago

About the Role

$200K-$300K. Manage UHNW client relationships. Provide investment advice. 15+ years experience. San Francisco & Palo Alto.

Join Citi as a Investment Counselor – $200K-$300K, San Francisco in San Francisco, CA. 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: $200K - $300K

Work Schedule

  • Full-Time position.
  • No explicit call, weekend, or night shift information provided.

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

Licensure & Certifications

Requires over 15 years of experience in investment solutions and a bachelor's degree, with a master's or CFA preferred. Must hold US securities licenses including S7, S66 (or 63 & 65), and S3.

Qualifications

Education
Master's degree (postgraduate degree)
Experience
10+ years of experience

Key Skills

Investment AdviceRelationship ManagementUltra-High Net Worth Client ServicingPortfolio ImplementationMarket AnalysisWealth PlanningRisk AssessmentComplianceQuantitative AnalysisQualitative AnalysisAlternative InvestmentsBrokerage Activity

Position Insights

AI ANALYSIS

This role scores 6.6/10 on work-life balance for Counselor roles.

Career trajectory: This position offers advancement within 2-3 years. The compensation analysis shows this employer pays...

Benefits analysis: Compared to 22 similar roles, this listing's benefits package ranks...

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Citi logo

About Citi

Financial Services
New York, New York
10,000+ employees
Website

Benefits & Perks

Medical, Dental & Vision Coverage
401(k)
Life, Accident, and Disability Insurance
Wellness Programs
Paid Time Off (Vacation, Sick Leave, Holidays)
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