Managing Director, Investment Counselor, Downtown San Francisco

Managing Director, Investment Counselor within Citi Private Bank in Downtown San Francisco. Lead role focused on establishing, growing, and managing investment relationships with ultra-high net worth clients, integrating traditional and alternative investments with wealth planning and private banking services, and driving cross-marketing opportunities. Expected to leverage extensive investment advising experience, collaborate with internal partners, and navigate multiple currencies, asset classes, and jurisdictions. Requires senior-level judgment, strong communication for internal/external stakeholders, and adherence to regulatory and ethical standards.