Investment Counselor
About this role
Investment Counselor
We are seeking an experienced Investment Counselor (IC) to join our Citi Wealth team. This role sits at the center of our investment advisory model and partners closely with Client Advisors to deliver differentiated portfolio guidance and investment solutions to high-net-worth clients.
As a recognized investment specialist, the Investment Counselor is a strategic professional who stays abreast of market developments and investment trends, translating Citi’s Chief Investment Office (CIO) views into actionable and client-centric investment advice. Your mission is to elevate investment advisory, drive investment revenue, grow Net New Investment Assets (NNIA), and solidify Citi’s leadership position in premier wealth advisory.
The Opportunity
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