Citi Private Bank | UHNW Investment Counselor
Core
Senior investment advisor delivering tailored portfolio strategies and personalized solutions to ultra-high net worth clients across Canada.
Role type
Senior IC investment counselor (private banking)
Builds
Sophisticated investment strategies and personalized portfolio solutions for UHNW clients
Domain
Private banking / Wealth management
Required skills
Investment advisory, Private banking, Portfolio construction, Asset class expertise, Client relationship management, Regulatory compliance
Preferred skills
CFA designation, MBA, Cross-border investment structures, Wealth planning
Technologies
None stated
Responsibilities
Act as primary investment advisor for UHNW clients, Advise on traditional and alternative asset classes, Deepen client relationships with insight-led guidance, Introduce new UHNW clients, Execute trades and provide ongoing guidance, Identify cross-referral opportunities, Uphold regulatory compliance
Seniority
Senior, hands-on IC
