Citi
The Investment Counselor serves as a strategic authority on investment products and market trends, communicating market views to internal teams and external wealth clients. This role involves managing investment relationships, formulating customized proposals, and driving client share of wallet growth through trusted advisory and direct sales. The position requires close collaboration with Client Advisors and Relationship Managers to deliver quality solutions and achieve product revenue goals.
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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Citi.
Citi didn’t post a salary, so this is our estimate from similar listings.
13% below the average for this role
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