Senior Investment Counselor at Private Bank

Position: Senior Investment Counselor at Citi Private Bank
Elevate your career with Citi Private Bank as a Senior Investment Counselor, specializing in tailored investment strategies for ultra-high net worth clients across Canada. Experience a role that combines advisory expertise with meaningful client impact.

In this senior position, you'll serve ultra-high net worth and high net worth clients, providing customized portfolio solutions and strategic investment insights. With over 15 years of experience, your advisory skills will deepen client relationships and introduce new clientele to the bank. Collaborate with specialists and Bankers to ensure a comprehensive private banking experience that spans investments and lending.

Key Responsibilities:

• Advise clients on tailored investment strategies and portfolio solutions

• Manage a diverse portfolio of ultra-high net worth clients

• Deepen relationships through proactive, insight-led guidance

• Execute trades accurately and support informed decision-making

• Collaborate across teams to identify cross-referral opportunities

Requirements:

• 15+ years in investment advisory or private banking

• Expertise in traditional and alternative asset classes

• Strong relationship management and interpersonal skills

• Bachelor's degree or equivalent

• Analytical thinking for complex investment alternatives

Leverage your expertise and influence client strategies while contributing to Citi’s commitment to service excellence.