Citigroup

Citigroup

Citi Private Bank - HNW Investment Counselor Lead

Miami Florida United States, USA · Full-time

Sponsorship not specified$174k-$261kDetected 1 day ago
Communication

About the role

  • Typically a small number of people within the business that provide the same level of expertise.
  • Accountable for significant direct business results or authoritative advice regarding the operations of the business.
  • The Private Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world's billionaires and their families.

Responsibilities

  • Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
  • Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
  • Partner with Bankers to prospect for new investment business
  • Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.

Requirements

  • 10+ years of experience
  • Robust experience in providing investment advice and solutions.
  • In-depth analysis with interpretive thinking will be required.
  • Requires complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretive thinking will be required.
  • US Only: S7, S63 (or S66) and S31
  • NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
  • Education:
  • Job Family Group:
  • Private Client Product Services ------------------------------------------------------
  • Job Family:
  • Investment Counselor ------------------------------------------------------
  • Time Type:

Nice to have

  • Bachelor's/University degree, Master's degree preferred
  • FA, MBA degree or other advanced degree a plus.

Skills

  • Jul 27, 2026 ------------------------------------------------------
  • Automated Processing and AI
  • Our automated processing and AI do not involve relying on automatic or autonomous decision-making.
  • Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
  • Illinois residents - AI Notice and Right
  • View Citi's EEO Policy Statement and the Know Your Rights poster.
  • For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------

Compensation

  • $174,320.00 - $261,480.00
  • In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Benefits

  • Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
  • Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
  • For additional information regarding Citi employee benefits, please visit citibenefits.com.

Equal opportunity

  • If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
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This listing is sourced directly from Citigroup's careers page and normalized into a canonical job model.