citiBeverly Hills, CA
Senior UHNW Investment Counselor
Senior UHNW Investment Counselor
Senior UHNW Investment Counselor
citiBeverly Hills, CA
yesterday
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role →Citi Private Bank in Beverly Hills, CA seeks an Investment Counselor Principal to lead relationships with ultra-high net worth clients, providing sophisticated investment advice and cross-asset strategies. You will work with internal partners to deliver wealth planning and private banking services, while maintaining strict compliance and risk controls. The role requires extensive experience in investment counseling, a client-first mindset, and the ability to navigate complex markets and multiple
Also on the board Same function, level within a rung
Level
Senior
Location
Beverly Hills, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday