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. Based in Canada, you partner closely with Bankers and specialists to deliver a comprehensive private banking experience across investments, lending, trust, and beyond.
Responsibilities- 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.
- Deepen existing client relationships by delivering proactive, insight-led investment guidance and developing solutions that integrate wealth planning with private banking services.
- Introduce new ultra-high net worth clients to Citi Private Bank by leveraging an established network, professional reputation, and investment expertise within the Canadian market.
- Engage clients on brokerage activity, execute trades with precision, and provide ongoing guidance that supports confident, informed investment decision-making.
- 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.
- Uphold the highest standards of regulatory compliance and ethical conduct, ensuring all client interactions and business decisions reflect sound judgment, adherence to applicable policies, and transparent risk management.
Required Qualifications & Skills- 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.
- Bachelor's degree or equivalent university qualification.
Beneficial Skills & Qualifications- Master's degree, MBA, or other advanced qualifications in finance, business, or a related field.
- Professional designations such as CFA or equivalent credentials that demonstrate technical investment competency.
- 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.
What We OfferAt Citi Private Bank, you will have access to a global platform, a high-performing team, and the resources to do your best work with clients who demand genuine expertise and strategic counsel.
- Access to Citi's global network and full suite of private banking capabilities, giving you the tools to deliver for the most demanding clients in the market.
- A hybrid working model with 3 days in the office and 2 days working remotely, supporting both client proximity and personal flexibility.
- Meaningful senior-level influence, with the autonomy to shape client strategy and contribute to the direction of the business.
- Ongoing professional development and access to learning resources that support continued growth in wealth management and financial advisory expertise.
- A performance-driven environment that recognizes and rewards client impact, business development, and long-term relationship success.
- Competitive financial wellbeing benefits reflective of the seniority and scope of the role.
- Wellbeing support and work-life balance programs designed to sustain long-term performance at a senior level.
Apply today to bring your investment expertise to one of the world's leading private banks and build lasting impact for clients who trust Citi with their most significant financial decisions.
Job Family Group: Private Client Product Services
Job Family:Investment Counselor
Time Type:Full time
Primary Location Full Time Salary Range:$200,000.00 - $350,000.00
Most Relevant Skills Please see the requirements listed above.
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
Automated Processing and AIWe 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. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
This job opening is for an existing job vacancy.
