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
Customized investment portfolios and wealth planning solutions for UHNW clients
Domain
Private banking / Wealth management / Alternative assets
Required skills
Investment advisory, portfolio construction, relationship management, regulatory compliance, cross-border investment, market intelligence
Preferred skills
CFA designation, MBA, multi-currency mandates, wealth planning integration
Technologies
N/A
Responsibilities
Act as primary investment advisor for UHNW portfolios; advise on traditional and alternative asset classes; deepen client relationships with insight-led guidance; introduce new UHNW clients via network; execute trades and provide ongoing guidance; identify cross-referral opportunities; uphold regulatory compliance and ethical conduct
Seniority
Senior, hands-on IC
