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Wita Tour
The Invst Counselor Sr Principal serves as a trusted investment advisor and subject matter expert for ultra-high net worth clients within Citi Private Bank. This role involves managing investment relationships, providing strategic advisory services, and driving business growth through new client acquisition and cross-selling opportunities. The position requires extensive experience in investment solutions, strong communication skills, and a deep understanding of global markets and asset classes.
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 Wita Tour.
163% above the average for this role
Citi Private Bank | UHNW Investment Counselor | Greenwich, CT
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