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 mode 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.

Provide tailored portfolio advice and assess investment suitability

Advise across traditional and alternative asset classes

Deepen relationships through proactive investment guidance

15 or more years in investment advisory or private banking

Experience managing and growing ultra-high net worth relationships

Bachelor's degree or equivalent university qualification

Bring investment expertise, strategic counsel, and relationship leadership to Citi Private Bank clients across Canada. #

📌 Senior UHNW Investment Counselor Canada (Vancouver)
🏢 Citigroup
📍 Vancouver