Serve ultra-high net worth clients across Canada as a Senior Investment Counselor, using portfolio strategy and private banking expertise. This role follows a hybrid model with three office days and two remote days. Citi Private Bank seeks a senior client-facing advisor for high net worth and ultra-high net worth relationships. You will partner with Bankers and specialists while advising across traditional and alternative asset classes, currencies, markets, and jurisdictions. The work integrates investments with lending, trust, and wealth planning services.
Key Responsibilities
- Provide tailored portfolio advice and assess investment suitability
- Advise across traditional and alternative asset classes
- Deepen relationships through proactive investment guidance
- Execute brokerage trades and oversee after-sales activity
- Develop cross-referrals across lending, trust, and institutional markets
Requirements:
- 15 or more years in investment advisory or private banking
- Experience managing and growing ultra-high net worth relationships
- Expertise constructing complex portfolio strategies
- Solid analytical and relationship management skills
- Bachelor's degree or equivalent university qualification Bring investment expertise, strategic counsel, and relationship leadership to Citi Private Bank clients across Canada.