Elevate your career as the Investment Counselor Team Leader with Citi, focusing on high-stakes investment management and client relationships. This full time role emphasizes strategic financial advising for Ultra High Net Worth individuals.Your leadership will guide the investment counselor team in delivering tailored advice and portfolio management while implementing a strategic approach to client service. With a deep understanding of market trends and investment products, you will foster robust relationships and drive growth in assets under management.



Your communication skills will be crucial in negotiations and influencing strategic decisions.Key Responsibilities:Lead teams to optimize investment revenue and AUMsDeliver comprehensive investment advice and solutionsConduct regular client business reviews and assessmentsNavigate regulatory and suitability complianceMentor and develop junior investment professionalsRequirements:At least 15 years of experience in investment advisementManagerial background desirableRelevant licenses (S7, S66, or equivalent)Strong grasp of asset allocation strategiesAbility to communicate complex investment conceptsDrive impactful investment decisions at Citi, exemplifying the highest professional standards while navigating global financial markets.#J-18808-Ljbffr

📌 Citi Investment Counselor Team Leader (Toronto)
🏢 Citi
📍 Toronto