Managing Director, Investment Counselor, Beverly Hills

Managing Director, Investment Counselor at Citi Private Bank responsible for establishing, growing and managing investment relationships with ultra-high-net-worth clients. Provide investment advice and guidance across traditional and alternative investments, wealth planning and private banking services to optimize client service and cross-marketing opportunities. Build a credible practice by leveraging internal partners, policy-compliant decision-making, and deep market knowledge to deliver actionable investment ideas and solutions. Collaborative, entrepreneurial, and capable of expanding the client base while maintaining high professional standards and cross-jurisdictional coordination.