Investment Counselor

About the Role

Join Citi as a Investment Counselor in United States. The Investment Counselor 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: Dallas Texas United States

Benefits & Compensation

• Most Relevant Skills Please see the requirements listed above.

• Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.

• Anticipated Posting Close Date: Mar 09, 2026

Work Schedule

• Full-time position.

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

Apply to join Citi as a Investment Counselor.