UHNW Investment Counselor
Lead investment strategies for ultra-high-net-worth clients. Competitive salary, elite benefits, and the opportunity to impact key decision-making. Seeking proven experience in private banking.
The Citi Private Bank – UHNW Investment Counselor role stands out for seasoned professionals. With a full-time schedule, the compensation is highly competitive, ranging between $200,000 and $500,000. Additional benefits include robust health, dental, and vision insurance, a generous 401(k) plan, disability coverage, and paid time off.
Core Responsibilities and Daily Impact
The UHNW Investment Counselor is responsible for managing relationships with ultra-high-net-worth clients. Expect to oversee investment solutions and provide actionable market advice. Advisors serve as a trusted primary contact, working closely with clients and collaborating with internal teams. The role demands in-depth product knowledge and a client-first approach while ensuring compliance.
भूमिका के लाभ
The position offers significant earning potential and the esteem of handling accounts for some of the world’s most affluent individuals. Employees gain access to extensive benefits and support for professional growth. The job is rewarding for those who enjoy strategic advisory work and building long-term relationships.
संभावित नकारात्मक पहलू
The role demands over 15 years of experience, with certifications such as CFA, MBA, S7, S63/S66, and S3 preferred. The high expectations for expertise and regulatory knowledge can be challenging. Intense client demands and the need for ongoing professional development are continual.
अंतिम फैसला
This UHNW Investment Counselor opportunity is ideal for established professionals seeking a prestigious, rewarding, and lucrative career step. With significant compensation and elite clientele, the role is highly recommended for qualified candidates.
