Managing Director, Investment Counselor, Palo Alto

The Investment Counselor Principal is a strategic professional who closely follows latest trends in

own

field and adapts them for application within

own

job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity.

Is

an acknowledged

authority both

within and outside

area

of

expertise.

Typically

a small number of people within the business that provide the same level of

expertise . Excellent communication skills

required

in order to

negotiate internally, often at a senior level. Some external communication is typically

required . Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,

assumptions

or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that

determine

technical approaches and strategies for the area. Citi Private Bank’s

objective

is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US.

Responsibilities:

Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth

clients.They

should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will

possess

the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private

Bank, and

should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and

team oriented , able to

leverage

a wide array of internal partners.

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 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.

Work

across currencies, asset classes,

markets

and

jurisdictions

Engage and advise clients on brokerage activity and execute trades seamlessly.

Appropriately assess risk when business decisions are made, demonstrating

particular consideration

for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

15+ years of experience

Extensive experience in providing investment advice and solutions.

CFA, MBA

degree

or other advanced

degree

a plus .

Requires 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.ated

areas.

US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Education:

Bachelor's/University degree,

Master's

degree preferred

------------------------------------------------------ Job Family Group: Private Client Product Services ------------------------------------------------------ Job Family: Investment Counselor ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Palo Alto California United States ------------------------------------------------------ Primary Location Full Time Salary Range: $250 000,00 - $500 000,00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. 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. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: jun 11, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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 . View Citi’s EEO Policy Statement and the Know Your Rights poster.

15+ years of experience

Extensive experience in providing investment advice and solutions.

CFA, MBA

degree

or other advanced

degree

a plus .

Requires 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.ated

areas.

US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Education: