Advise ultra-high net worth clients across Canada using sophisticated investment strategies and personalized portfolio solutions in a hybrid mode.

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

Strong 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.

📌 Senior Investment Counselor Canada (Winnipeg)
🏢 Citigroup
📍 Winnipeg