Advise ultra-high net worth clients across Canada using sophisticated investment strategies and personalized portfolio solutions in a hybrid model.
Citi Private Bank seeks a Senior Investment Counselor with 15 or more years in investment advisory or private banking. You will serve high net worth and ultra-high net worth clients, partnering with Bankers and specialists. The work spans investments, lending, trust, and broader private banking services.
Key Responsibilities: Advise clients and oversee tailored portfolio recommendations
Evaluate traditional and alternative asset classes
Deepen relationships through proactive investment guidance
Introduce new clients through Canadian market networks
Coordinate referrals across lending, trust,
and institutional markets
Requirements: 15 or more years in investment advisory or private banking
Expertise constructing complex investment portfolio strategies
Sophisticated analytical thinking and actionable recommendations
Robust relationship management and stakeholder influence
Bachelor's degree or equivalent university qualification
Bring investment expertise, relationship leadership, and portfolio strategy skills to Citi Private Bank's Canadian client franchise.