Investment Counselor

Publix Serving (Civica)

Hybrid (up to 2 days working at home per week)
Experience in private banking
Investment advice and solutions
Strong communication skills
The Investment Counselor position at Citi Private Bank involves providing strategic investment advice and solutions to ultra-high net worth clients, requiring strong communication and relationship management skills. The ideal candidate should have a robust background in private banking or wealth management, with a focus on building and managing investment relationships

Job Summary

  • The Investment Counselor is a strategic professional who understands financial markets and products.
  • They will function as the primary client contact and trusted investment advisor.
  • Citi is committed to ensuring a comfortable workplace for all employees.

Matching Summary

Match Score: 85

The Investment Counselor position at Citi Private Bank involves providing strategic investment advice and solutions to ultra-high net worth clients, requiring strong communication and relationship management skills. The ideal candidate should have a robust background in private banking or wealth management, with a focus on building and managing investment relationships.

Skills & Requirements

Must-have

  • Experience in private banking
  • Investment advice and solutions
  • Strong communication skills

Nice-to-have

  • Emotional empathy with clients
  • Collaborative and team-oriented
  • Entrepreneurial mindset

Key Requirements

  • CFA or MBA preferred
  • Bachelor's degree required
  • Track record in wealth management

Work Rights

Not specified

Tailored Resume

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