Citi seeks an experienced Investment Counselor Team Lead to drive growth in investment revenue with Ultra High Net Worth clients. This full time position focuses on portfolio management, strategic advisory, and client relationship building.

In this senior leadership role, you will manage multiple teams while cultivating critical relationships within Citi Private Bank (CPB). You'll implement strategic investment advice, oversee account management, and leverage your expertise in capital markets to enhance client engagement. Your ability to communicate complex investment strategies will be essential for influencing high-stakes decisions.

Key Responsibilities:



• Lead the growth of investment revenue and assets under management • Conduct quarterly investment reviews with key clients • Provide direct access to trading desks for clients • Identify cross-sell prospects within the bank • Advise on strategic asset allocation aligning with house views

Requirements: • 15+ years in investment advisory or management • CFA or advanced degree preferred • Proven experience in multi-asset class strategies • Ability to distill complex markets into actionable advice • Robust communication skills for senior-level negotiation

Drive impactful investment strategies as you lead a team at Citi, delivering exceptional value to high-net-worth clients.

📌 Investment Counselor Team Lead At Citi Winnipeg (Canada)
🏢 Citigroup
📍 Canada