- HSBC (Miami, FL)
- Investment Counselor Analyst Brand: HSBC Area of Interest: Private Banking Location: Miami, FL, US, 33131 Work style: Hybrid Worker Date: 20 Oct 2025 In ... our investors, our communities and the planet we all share. In the Investment Counselor Analyst role, you'll be partnering with Investment Counselors… more
- Citigroup (New York, NY)
- …this role will be responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched ... The Research Analyst will be a member of the Global...client base. The position will focus on evergreen (semi-liquid) investment strategies including tender offer funds, interval funds, non-traded/private… more
- Citigroup (Houston, TX)
- …experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor **Time Type:** Full time **Primary Location:** Houston ... The Investment Assoc Sr Analyst is a...The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth...of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of… more
- Citigroup (New York, NY)
- …with all the members of the trusted advisor team including the Banker, Investment Counselor , Wealth Planner and Highland Capital representative to help provide ... plans** **Work closely with the client advisory team (Private Bankers, Investment Counselors, and Wealth Planners) to develop integrated solutions for clients**… more
- Truist (Bal Harbour, FL)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more