Citi

Investment Counselor

Citi

13 days ago
Dallas, TX
Onsite
Full Time
Senior
0 applicants
Citi
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About this role

The Investment Counselor at Citi Private Bank is a highly accomplished professional with extensive experience in investment advice, including traditional and alternative investments. They build and manage strong relationships with ultra-high net worth clients, providing tailored investment strategies across various markets and jurisdictions. The role requires strategic thinking, advanced analysis, and collaboration within a global private banking environment.

Skills

Qualifications

Bachelor's degreeMaster's degree (preferred)Securities Industry Exam S7 and S66 or 63 & 65
Citi

About Citi

citi.com

Industry

Finance

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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