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 prospects 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 AUMs
• Oversee the construction of diversified portfolios




• Facilitate quarterly investment reviews with clients
• Focus on cross-sell opportunities with other banking services
• Ensure compliance with investment regulations
Requirements:
• 15+ years of investment advising experience
• MBA or CFA designation preferred
• Proven managerial capabilities in finance
• Licenses: S7, S66, or equivalents required
• In-depth knowledge of market-driven asset classes
Maximize your impact on investment strategies at Citi, ensuring high standards of qualified conduct in a dynamic financial workplace.
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📌 Lead Investment Counselor At Citi Private Bank Toronto (Canada)
🏢 Citi
📍 Canada