Investment Counselor Sr. Lead

Responsibilities

• Establish, grow, and manage investment relationships with ultra-high net worth clients.
• Implement and oversee investment solutions and provide advice and guidance on markets and actionable investment ideas.
• Cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank and bring in new clients/investment relationships.
• Leverage existing client relationships, local network, and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
• Build and manage a successful practice centered on deepening relationships by providing 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.
• Engage and advise clients on brokerage activity and execute trades seamlessly.
• Adequately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.

Qualifications

• Fluent in Spanish.
• 15+ years of experience.
• Extensive experience in providing investment advice and solutions.
• CFA, MBA degree, or other advanced degree a plus.
• Advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions.
• Required to think beyond existing solutions, assumptions, or current knowledge of sophisticated areas.
• US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7).

Job Family Group

Private Client Product Services

Job Family

Investment Counselor

Time Type

Full time

Primary Location

Miami, Florida, United States

Primary Location Full Time Salary Range

$200,000.00 - $300,000.00

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

jul. 18, 2026