Elevate your career with Citi Private Bank as a Senior Investment Counselor focusing on ultra-high net worth clients in Canada. Deliver tailored investment strategies and manage client portfolios with expertise and precision.In this senior role, you will act as the primary investment advisor for UHNW clients, leveraging deep market knowledge across traditional and alternative assets. Your focus will be on enhancing client relationships and crafting personalized solutions that integrate wealth planning and banking services. Collaborating closely with Bankers and specialists,



you will ensure a holistic banking experience for clients.Key Responsibilities:Provide tailored investment advice to UHNW and HNW clientsAdvise on a broad spectrum of asset classes and marketsDeepen client relationships through proactive investment guidanceIdentify new clients leveraging your skilled networkExecute trades and manage brokerage activities for clientsRequirements:15+ years in investment advisory or private bankingExpertise in investment solutions and portfolio strategiesStrong relationship management and interpersonal skillsCollaborative approach with multidisciplinary teamsBachelor's degree or equivalent qualificationShape investment strategies and deliver exceptional banking experiences for Citi's esteemed clientele in Canada.

📌 Citi Private Bank | Canada Investment Counselor Team Lead - $160,000 - $300,000.0 A Year (Toronto)
🏢 Citi
📍 Toronto