Unknown Company

Managing Director, Ultra‑High Net Worth Investment Counselor

san francisco, ca • Posted 1 months ago
Onsite Full Time Management & Leadership

Citi is looking for an Investment Counselor Principal in San Francisco, California, to manage investment relationships and provide advice to ultra-high net worth clients. Candidates must have over 15 years of experience and possess strong analytical and interpersonal skills.

The role involves implementing investment solutions, engaging clients, and adhering to compliance standards. A Bachelor's degree is required, with advanced degrees preferred. The position offers a salary range of $250,000.00 – $500,000.00 along with comprehensive benefits.

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Managing Director, Ultra‑High Net Worth Investment Counselor in san francisco at Unknown Company

This position is listed as full time and onsite.

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