Job summary
Job post source
This job is directly from Citi
Job overview
The role of Investment Counselor Principal at Citi Private Bank involves managing and growing investment relationships with ultra-high net worth clients, providing advanced investment advice and solutions to support the bank's private wealth management goals.
Responsibilities and impact
The candidate will establish and manage investment relationships with ultra-high net worth clients, provide investment advice, implement solutions, collaborate with internal partners, leverage networks to acquire new clients, and ensure compliance with regulations and risk management.
Compensation and benefits
The salary range is $200,000 to $500,000 annually, with additional discretionary and formulaic incentives, retention awards, and competitive benefits including medical, dental, vision, 401(k), insurance, wellness programs, and paid time off.
Experience and skills
Candidates should have 15+ years of experience in investment advice and solutions, advanced judgment and analytical skills, relevant securities licenses (S7, S66 or 63 & 65, S31), and preferably CFA or MBA degrees.
Work environment and culture
Citi promotes an inclusive and equal opportunity work environment, valuing diversity and providing accommodations for disabilities, emphasizing ethical conduct and compliance.
Company information
Citi is a global financial institution offering private banking and wealth management services, focusing on ultra-high net worth clients in the US.
Job location and travel
The position is based in Washington, District of Columbia, United States, with full-time status.
Application process
Applicants must submit their applications by July 15, 2025, and may contact the recruiter for additional complementary skills information.
Unique job features
The role requires advanced expertise in investment counseling with a focus on ultra-high net worth clients, combining traditional and alternative investments across multiple markets and jurisdictions.
Company overview
Citigroup Inc., commonly known as Citi, is a leading global financial services company headquartered in New York City. It provides a broad range of financial products and services, including consumer banking, credit, corporate and investment banking, securities brokerage, and wealth management. Citi makes money primarily through interest income from loans and credit cards, fees from banking services, and trading and investment activities. Founded in 1812, Citi has a rich history marked by significant mergers, including the 1998 merger with Travelers Group, which expanded its financial services footprint.
How to land this job
Tailor your resume to highlight your extensive experience managing ultra-high net worth client investment relationships, emphasizing your ability to provide sophisticated investment advice and solutions as described in the job description for Citi Private Bank's UHNW Investment Counselor role.
Emphasize your commercial awareness, advanced judgment, and problem-solving skills by showcasing examples of innovative investment strategies or solutions you have developed or implemented, aligning with the role's requirement to think beyond existing assumptions.
Apply through multiple platforms including Citi's official career site and LinkedIn to maximize your exposure and chances of being noticed by recruiters for this Director/MD level position.
Connect with current Investment Counselors or senior professionals within Citi Private Bank on LinkedIn; break the ice by referencing recent Citi Private Bank initiatives, asking about their experience working with UHNW clients, or expressing genuine interest in the firm's approach to cross-jurisdictional wealth management.
Optimize your resume for ATS by incorporating keywords from the job description such as 'ultra-high net worth clients,' 'investment advice,' 'risk assessment,' 'cross-marketing,' and relevant certifications like 'S7,' 'S66,' or 'CFA' to ensure it passes initial automated screenings.
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