Senior Investment Counselor at Citi Private Bank
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Elevate your career with Citi Private Bank as a Senior Investment Counselor in Toronto. Leverage your investment expertise to provide tailored strategies for ultra-high net worth clients in a hybrid work environment. Citi Private Bank is looking for a dedicated Senior Investment Counselor to advise ultra-high net worth and high net worth clients across Canada. You will provide customized investment strategies and personalized portfolio solutions while collaborating with Bankers to enhance client engagement. This role offers the opportunity to influence client investments and integrate private banking services. Key Responsibilities:
- Act as primary investment advisor for key client portfolios
- Advise on alternative and traditional asset classes
- Deepen relationships with proactive investment guidance
- Identify new ultra-high net worth clients through networking
- Ensure compliance and ethical conduct in client interactions
- 15+ years in investment advisory or private banking
- Expertise across traditional and alternative assets
- Strong analytical and relationship management skills
- Bachelor's degree or equivalent
- Collaborative approach with multidisciplinary teams
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