At a Glance
- Tasks: Advise ultra-high net worth clients on tailored portfolio strategies and investment suitability.
- Company: Join Citi Private Bank, a leader in wealth management for high net worth individuals.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Collaborative environment with strong focus on relationship management and strategic counsel.
- Why this job: Make a real impact by guiding clients through complex investment landscapes.
- Qualifications: 15+ years in investment advisory with expertise in ultra-high net worth relationships.
The predicted salary is between 148500 - 181500 $ per year.
Serve ultra-high net worth clients across Canada as a Senior Investment Counselor, using portfolio strategy and private banking expertise. This role follows a hybrid model with three office days and two remote days. Citi Private Bank seeks a senior client-facing advisor for high net worth and ultra-high net worth relationships. You will partner with Bankers and specialists while advising across traditional and alternative asset classes, currencies, markets, and jurisdictions. The work integrates investments with lending, trust, and wealth planning services.
Key Responsibilities:
- Provide tailored portfolio advice and assess investment suitability
- Advise across traditional and alternative asset classes
- Deepen relationships through proactive investment guidance
- Execute brokerage trades and oversee after-sales activity
- Develop cross-referrals across lending, trust, and institutional markets
Requirements:
- 15 or more years in investment advisory or private banking
- Experience managing and growing ultra-high net worth relationships
- Expertise constructing complex portfolio strategies
- Strong analytical and relationship management skills
- Bachelor's degree or equivalent university qualification
Bring investment expertise, strategic counsel, and relationship leadership to Citi Private Bank clients across Canada.
Senior UHNW Investment Counselor Canada in Vancouver employer: Citigroup Inc.
Citi is an exceptional employer that fosters a dynamic and inclusive work culture, particularly for the Lead Automation Developer role in a high-velocity Agile environment. Employees benefit from extensive professional growth opportunities, cutting-edge technology integration, and a commitment to innovation, all while collaborating with talented teams to drive impactful solutions. Located in a vibrant city, Citi offers a supportive atmosphere that values diversity and encourages continuous learning, making it an ideal place for those seeking meaningful and rewarding careers.
