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 AUMs
Deliver comprehensive investment advice and solutions




Conduct regular client business reviews and assessments
Navigate regulatory and suitability compliance
Mentor and develop junior investment professionals

Requirements:
At least 15 years of experience in investment advisement
Managerial background desirable
Relevant licenses (S7, S66, or equivalent)
Robust grasp of asset allocation strategies
Ability to communicate complex investment concepts

Drive impactful investment decisions at Citi, exemplifying the highest qualified standards while navigating global financial markets.

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