Senior Investment Counselor at Citi
Citigroup Inc.
Elevate your career with Citi Private Bank as a Senior Investment Counselor focusing on ultra-high net worth clients in Canada. Deliver tailored investment strategies and manage client portfolios with expertise and precision.
In this senior role, you will act as the primary investment advisor for UHNW clients, leveraging deep market knowledge across traditional and alternative assets. Your focus will be on enhancing client relationships and crafting personalized solutions that integrate wealth planning and banking services. Collaborating closely with Bankers and specialists, you will ensure a holistic banking experience for clients.
Key Responsibilities: • Provide tailored investment advice to UHNW and HNW clients • Advise on a broad spectrum of asset classes and markets • Deepen client relationships through proactive investment guidance • Identify new clients leveraging your professional network • Execute trades and manage brokerage activities for clients
Requirements: • 15+ years in investment advisory or private banking • Expertise in investment solutions and portfolio strategies • Strong relationship management and interpersonal skills • Collaborative approach with multidisciplinary teams • Bachelor's degree or equivalent qualification
Shape investment strategies and deliver exceptional banking experiences for Citi's esteemed clientele in Canada. #J-18808-Ljbffr
In this senior role, you will act as the primary investment advisor for UHNW clients, leveraging deep market knowledge across traditional and alternative assets. Your focus will be on enhancing client relationships and crafting personalized solutions that integrate wealth planning and banking services. Collaborating closely with Bankers and specialists, you will ensure a holistic banking experience for clients.
Key Responsibilities: • Provide tailored investment advice to UHNW and HNW clients • Advise on a broad spectrum of asset classes and markets • Deepen client relationships through proactive investment guidance • Identify new clients leveraging your professional network • Execute trades and manage brokerage activities for clients
Requirements: • 15+ years in investment advisory or private banking • Expertise in investment solutions and portfolio strategies • Strong relationship management and interpersonal skills • Collaborative approach with multidisciplinary teams • Bachelor's degree or equivalent qualification
Shape investment strategies and deliver exceptional banking experiences for Citi's esteemed clientele in Canada. #J-18808-Ljbffr
Reference: WJ-3875_13393744