Citi Canada | Citi Private Bank | UHNW Investment Counselor

Responsibilities

• Citi Private Bank is seeking a Senior Investment Counselor to serve as a trusted advisor to ultra-high net worth and high net worth clients across Canada, delivering sophisticated investment strategies and personalized portfolio solutions.
• This is a rare opportunity to join one of the world's leading private banks — one that serves over 10,000 UHNW clients globally, including 40% of the world's billionaires and their families — in a senior client-facing role with meaningful scope and influence.
• We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.
• Engage clients on brokerage activity, execute trades with precision, and provide ongoing guidance that supports confident, informed investment decision-making.
• Act as the primary investment advisor for a portfolio of ultra-high net worth and high net worth clients, providing tailored portfolio advice, identifying product opportunities, assessing suitability, and overseeing after-sales execution in partnership with the Banker team.
• Advise clients across a broad spectrum of traditional and alternative asset classes, currencies, markets, and jurisdictions, ensuring each recommendation is grounded in current market intelligence and aligned with individual client goals.
• Identify and develop cross-referral opportunities in collaboration with colleagues across lending, trust, and institutional markets, ensuring clients benefit from the full breadth of Citi's capabilities.
• Ongoing professional development and access to learning resources that support continued growth in wealth management and financial advisory expertise.
• Working Environment: office setting, minimal travel required.

Required qualifications & skills

• Deepen existing client relationships by delivering proactive, insight-led investment guidance and developing solutions that integrate wealth planning with private banking services.
• 15 or more years of experience in investment advisory or private banking, with a demonstrated ability to manage and grow relationships with ultra-high net worth clients.
• Deep expertise in investment solutions spanning traditional and alternative asset classes, with the ability to construct and communicate portfolio strategies tailored to complex client needs.
• Ability to apply sophisticated analytical thinking to evaluate complex investment alternatives and deliver clear, actionable recommendations.
• Strong relationship management skills with the credibility and interpersonal presence to engage and influence senior clients and internal stakeholders.
• Collaborative approach with the ability to work effectively across multidisciplinary teams, including Bankers, specialists, and product partners.
• Experience working across multi-currency mandates and cross-border investment structures in a private banking context.
• Familiarity with wealth planning concepts and their application within an integrated private banking service model.

Citi Canada

Citi Canada is an employer hiring in India (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in India are mostly in Toronto, Mississauga and Vancouver.

• Industry: BFSI / Investments / Insurance