Shape investment futures and lead client relationships as a Lead Investment Counselor at Citi Private Bank. This full-time role is focused on delivering premium investment solutions to Ultra High Net Worth clients.In this strategic leadership role, you will utilize over 15 years of expertise to guide investment portfolios and provide clients with personalized financial advice. Your professional acumen in capital markets will empower you to identify growth opportunities while managing risk in accordance with client profiles. Effective communication within the team and with clients will be essential for success.Key Responsibilities:Generate growth in investment revenue and AUMsOversee the construction of diversified portfoliosFacilitate quarterly investment reviews with clientsFocus on cross-sell opportunities with other banking servicesEnsure compliance with investment regulationsRequirements:15+ years of investment advising experienceMBA or CFA designation preferredProven managerial capabilities in financeLicenses: S7, S66, or equivalents requiredIn-depth knowledge of market-driven asset classesMaximize your impact on investment strategies at Citi, ensuring high standards of skilled conduct in a dynamic financial environment.

📌 Citi Private Bank | Canada Investment Counselor Team Lead (Toronto)
🏢 Citi
📍 Toronto