SVP, Investment Counselor - Citi Private Bank

SVP, Investment Counselor - Citi Private Bank

The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in their field and adapts them for application within their job and the business. Typically a small number of people within the business provide the same level of expertise. Excellent communication skills are required to negotiate internally at a senior level. Developed communication and diplomacy skills are required to guide, influence, and convince others, especially colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub‑function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.

The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust, and specialized services. The Private Bank delivers solutions to help meet the individual, family, and business needs of over 10,000 ultra‑high net worth clients around the world. The Private Bank focuses on clients with a minimum net worth of $25 million and serves 40% of the world’s billionaires and their families.

Responsibilities

• Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product‑specific opportunities, portfolio advice, and after‑sales execution (in partnership with the Banker team).
• Leverage existing client relationships, local network, and investment experience to introduce new ultra‑high net worth clients to Citi Private Bank.
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
• Combine in‑depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross‑marketing opportunities.
• Work across currencies, asset classes, markets and jurisdictions.
• Engage and advise clients on brokerage activity and execute trades seamlessly.
• Actively look for cross‑sell opportunities in other areas of the bank, in particular lending, trust, and institutional markets solutions.
• Partner with Bankers to prospect for new investment business.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 10+ years of experience.
• Robust experience in providing investment advice and solutions.
• FA, MBA degree or other advanced degree a plus.
• Requires complex judgments and solutions based on sophisticated analytical thought, comparing and selecting complex alternatives. In-depth analysis with interpretive thinking will be required.
• US Only: S7, S63 (or S66) and S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7).

Education

• Bachelor’s/University degree; Master’s degree preferred.

Job Family Group

Private Client Product Services

Job Family

Investment Counselor

Time Type

Full time

Primary Location

Beverly Hills, California, United States

Salary Range

$200,720.00 – $301,080.00

Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. View Citi’s EEO Policy Statement and the Know Your Rights poster.

Anticipated Posting Close Date

Nov 03, 2025