Lead investment strategies and drive revenue as a Senior Investment Counselor with Citi. This full time role focuses on cultivating relationships with Ultra High Net Worth clients and delivering actionable investment advice.
As a vital leader within the Investment Counselor team, you will leverage over 15 years of experience to enhance investment revenue and assets under management. You'll focus on portfolio management, strategic asset allocation, and client communication to ensure investment strategies align with individual risk profiles. Your expertise in asset classes and market dynamics will guide your decision-making and client interactions.
Key Responsibilities:
• Drive growth in investment revenue and AUMs
• Construct and oversee diverse investment portfolios
• Lead quarterly investment discussions with clients
• Identify cross-sell opportunities across bank services
• Minimize risk by observing suitability policies
Requirements:
• 15+ years of investment advisory experience
• Advanced degree (CFA, MBA preferred)
• Proven managerial experience in investments
• Licenses: S7, S66, or equivalents
• Deep understanding of capital markets strategies
Enhance your investment expertise at Citi, fostering long-term client relationships while navigating complex market landscapes.
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📌 Senior Investment Counselor at Citi (Ontario)
🏢 Citi
📍 Ontario