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Senior Investment Counselor Lead

2 months ago

Québec, Quebec, Canada Citigroup, Inc Full time
About the Role

The Investment Counselor Sr. Lead is a strategic professional who closely follows the latest trends in their field and adapts them for application within their job and the business. Typically, a small number of people within the business provide the same level of expertise.

Key Responsibilities
  • Develop and implement strategic plans to drive business growth and expansion.
  • Provide expert advice and guidance to clients on investment opportunities and strategies.
  • Collaborate with cross-functional teams to identify and capitalize on new business opportunities.
  • Stay up-to-date with market trends and competitor activity to inform business decisions.
  • Develop and maintain strong relationships with clients and internal stakeholders.
Requirements
  • Strong understanding of investment products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Strong analytical and problem-solving skills.
  • Ability to think strategically and make informed decisions.