Senior Investment Counselor Lead - Private Banking
citiJacksonville (FL)
Senior Investment Counselor Lead - Private Banking
Posted today
citiJacksonville (FL)
SENIORITY
Senior
About the role
Citi Private Bank in Jacksonville, FL seeks an Investment Counselor Sr. Lead to serve as primary client contact for ultra-high-net-worth clients, providing investment guidance, portfolio advice and cross-selling opportunities. The role requires deep knowledge of traditional and alternative investments, a track record of client relationship growth, and the ability to navigate multiple markets and currencies while upholding compliance.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.