Citi

Citi Private Bank Uhnw Investment Counselor Director Md Chicago Illinois United States Of America

Citi

9 months ago
Chicago, IL, United States
Onsite
Full Time
Senior
0 applicants
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Citi
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About this role

The Investment Counselor Principal at Citi Private Bank is a highly accomplished professional specializing in building and managing relationships with ultra-high net worth clients by providing sophisticated investment advice, guidance on markets, and tailored investment solutions. They are experienced in both traditional and alternative investments and collaborate extensively across teams to optimize client service.

Skills

Qualifications

Bachelor's degreeMaster's degreeCFAMBASecurities Industry Exams (S7, S66, S63, S65, S31)
Citi

About Citi

citi.com

Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.

About Citi

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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