Citi Private Bank | UHNW Investment Counselor

Citi; Toronto; Hybrid; CAD 284,000 - 497,000; Full time

Benefits offered by this job

Hybrid work model

Senior-level influence

Professional development

Performance-based rewards

Wellbeing programs

Job summary

Citi Private Bank in Canada seeks a Senior Investment Counselor to advise UHNW and high-net-worth clients with sophisticated investment strategies.

You will partner with bankers and specialists to deliver investments, lending, and wealth planning solutions, while maintaining strict regulatory and ethical standards in a hybrid work model.

Qualifications

• 15+ years in investment advisory or private banking.
• Experience managing UHNW relationships and discovering opportunities.
• Ability to propose tailored investment strategies.
• Strong analytical thinking and cross-team collaboration.
• Credibility to engage senior clients and internal stakeholders.
• Bachelor's degree or equivalent university qualification.

Responsibilities

• Act as primary investment advisor for UHNW/high net worth clients.
• Advise across traditional and alternative asset classes and currencies.
• Provide proactive investment guidance and integrate wealth planning.
• Introduce new UHNW clients to Citi Private Bank in Canada.
• Execute brokerage activity and provide ongoing guidance.
• Identify cross-referral opportunities with lending, trust, and markets.
• Uphold regulatory compliance and ethical conduct.

Skills

Investment advisory

Relationship management

Analytical thinking

Cross-functional collaboration

Senior stakeholder engagement

Private banking

Education

Bachelor's degree

Master's degree / MBA

Job description

Wealth brings together the full power of Citi to serve the entire continuum of wealth clients - from affluent to ultra-high net worth to family offices. Through our three business lines - Citigold, Citi Private and Wealth at Work - we work with the world's changemakers to build their wealth with expert investments insights and solutions and our deposits and lending platforms.

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 Offer

• 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.

Primary Location Full Time Salary Range: $200,000.00 - $350,000.00

Time Type: Full time

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