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South Investment Counselor Team Lead at Citi — Atlanta, Georgia
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JobsCounselor JobsHealthcare Jobs in CaliforniaManaging Director, Investment Counselor, Beverly Hills

Pays $250K - $500K — Counselor market median is ~$91k (20 jobs)

Citi logo

Citi

Beverly Hills, California

Managing Director, Investment Counselor, Beverly Hills

CounselorFull-Time
Posted 2mo ago

About the Role

$250K-$500K. Manage ultra-high net worth clients. Beverly Hills. Full benefits. 401(k). Paid time off. Top-tier investment role.

Join Citi as a Investment Counselor – Beverly Hills, $250K-$500K in Beverly Hills, California. 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: Beverly Hills California United States

Benefits & Compensation

  • Salary: $250K - $500K

Work Schedule

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

This position offers competitive compensation. Work with Citi in Beverly Hills, California.

Licensure & Certifications

Requires over 15 years of experience in investment advice and specific US securities licenses (S7, S66, S31). A bachelor's degree is required, while an MBA, CFA, or other advanced degree is preferred.

Qualifications

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

Key Skills

Investment CounselingRelationship ManagementUltra-High Net Worth Client ServicePortfolio ImplementationMarket AnalysisWealth PlanningRisk AssessmentComplianceQuantitative AnalysisQualitative AnalysisStrategic PlanningNegotiation

Position Insights

AI ANALYSIS

This role scores 7.2/10 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 20 similar roles, this listing's benefits package ranks...

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About Citi

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

Benefits & Perks

Medical, dental & vision coverage
401(k) retirement plan
Life, accident, and disability insurance
Wellness programs
Paid time off (vacation, sick leave, holidays)
Discretionary and formulaic incentive and retention awards
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