24 Oct
|
Citigroup
|
Toronto
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.Evaluate traditional and alternative asset classesDeepen relationships through proactive investment guidanceIntroduce recent clients through Canadian market networks15 or more years in investment advisory or private bankingExpertise constructing complex investment portfolio strategiesBachelor's degree or equivalent university qualificationBring investment expertise, relationship leadership, and portfolio strategy skills to Citi Private Bank's Canadian client franchise. #
📌 Senior Investment Counselor Canada (Toronto)
🏢 Citigroup
📍 Toronto