Managing Director, Investment Counselor, Palo Alto

Managing Director and Investment Counselor role at Citi Private Bank in Palo Alto, responsible for establishing, growing, and managing investment relationships with ultra-high net worth clients; provide investment guidance across traditional and alternative investments, wealth planning, and private banking services; leverage internal partners and cross-marketing opportunities to expand client relationships; engage in brokerage activities and risk-aware decision-making; requires extensive experience, senior-level judgment, and the ability to communicate with senior stakeholders.