Join Citi as a Senior Investment Counselor Team Manager to lead investment strategies and grow assets under management with affluent clients. This role emphasizes strategic advisory and effective communication within the investment team.In this pivotal position, you will manage teams while focusing on Ultra High Net Worth clients. By implementing a strategic approach to client relationships, you will ensure investment portfolios are tailored to meet specific financial goals. Your ability to influence and engage will be crucial in fostering trust and driving new business mandates.Key Responsibilities:Guide investment revenue growth and asset managementDevelop strategic investment plans in collaboration with BankersFacilitate quarterly business reviews with clientsManage and cultivate client relationships effectivelyOversee portfolio construction and implementationRequirements:Minimum 15 years of investment experienceStrong management and advisory expertiseCFA or relevant advanced degree is a plusIn-depth knowledge of capital market productsStrong interpersonal skills for client engagementElevate your career at Citi, utilizing your investment acumen to benefit high-net-worth clients while leading a energetic team.#J-18808-Ljbffr
📌 Senior Investment Counselor Team Manager (Toronto)
🏢 Citigroup
📍 Toronto
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