Citi is looking for a Lead Investment Strategy Counselor to spearhead investment initiatives and enhance client portfolios for Ultra High Net Worth clientele. This full time position requires solid leadership and industry expertise.In this vital role, you will oversee multiple teams while strategizing to grow investment revenue. Your solid understanding of capital markets will support tailored advice for clients seeking growth in their portfolios. By collaborating with Bankers and utilizing in-depth financial knowledge, you will reinforce Citi's reputation as a leader in private banking.Key Responsibilities:
Drive revenue and asset growth for Ultra High Net Worth clients
Conduct detailed investment and risk assessments for clients




Establish regular communication with clients regarding market trends
Enhance client relationships with tailored investment strategies
Support cross-selling of products within the organizationRequirements:
Over 15 years of investment-related experience
Proven management track record in investments
Advanced degrees such as CFA or MBA beneficial
Familiarity with various asset classes and markets
Effective communicator for complex financial conceptsExcel as a Lead Investment Strategy Counselor at Citi, where your expertise will directly influence client success and satisfaction.#J-18808-Ljbffr

📌 Lead Investment Strategy Counselor At Citi Toronto
🏢 Citigroup
📍 Toronto