The Invst Counselor Sr Grp Mgr manages multiple teams through other managers. In-depth understanding of how own sub-function contributes to achieving the objectives of the function. A positive understanding of the industry, direct competitors' products and services, is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the relevant part of the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise and related subject areas. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible for executing functional strategy in area managed. Determines approach to implementing functional strategy. Accountable for end results, budgeting, planning,



policy formulation and contribution to future strategy of the area(s). Impact reflects size of team managed, strategic influence on the business and interaction with other functions or businesses. Responsibilities: The candidate chosen will be expected to lead produce growth in investment revenue and AUMs with Ultra High Net Worth clients. Experienced in constructing and overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas. Credibility to cultivate trusting, productive relationships with key partners throughout CPB and the wider Citi.They will be entrepreneurial and capable of bringing in new clients/investmnt management mandates to the

📌 Citi Private Bank | Canada Investment Counselor Team Lead (Toronto)
🏢 Citigroup
📍 Toronto