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 prospects 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.

📌 Senior Investment Counselor At Citi Toronto (Canada)
🏢 Citi
📍 Canada