Senior UHNW Investment Strategist in Vancouver

Senior UHNW Investment Strategist in Vancouver

Vancouver Full-Time 135000 - 165000 $ / year (est.) On-site
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At a Glance

  • Tasks: Advise ultra-high net worth clients on sophisticated investment strategies and personalized portfolios.
  • Company: Citi Private Bank Canada, a leader in private banking services.
  • Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
  • Other info: Join a dynamic team focused on delivering exceptional client service.
  • Why this job: Make a significant impact by helping clients grow their wealth with tailored investment solutions.
  • Qualifications: Experience in investment strategy and strong relationship-building skills.

The predicted salary is between 135000 - 165000 $ per year.

Citi Private Bank Canada is seeking a Senior Investment Counselor to serve ultra-high net worth clients with sophisticated investment strategies and personalized portfolios.

You will collaborate with bankers and specialists to deliver comprehensive private banking across investments, lending, and wealth planning in Canada.

You will advise on traditional and alternative assets, deepen relationships, and help grow the client base while ensuring regulatory compliance and risk controls.

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Senior UHNW Investment Strategist in Vancouver employer: Citi

Citi stands out as an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration within its global technology teams. With a commitment to employee growth, Citi provides access to extensive learning resources and a hybrid working model that promotes work-life balance, ensuring that you can thrive both personally and professionally. Join us to make a meaningful impact in the financial technology sector while enjoying competitive compensation and comprehensive wellbeing support.

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Contact Details:

Citi Recruitment Team

We think you need these skills to ace Senior UHNW Investment Strategist in Vancouver

Investment Strategy Development
Client Relationship Management
Regulatory Compliance
Risk Management
Portfolio Management
Alternative Assets Knowledge
Wealth Planning