Senior Investment Counselor for Private Wealth & UHNW

Citigroup Inc.; Vancouver; On-site; CAD 281,000 - 492,000; Full time

Job summary

A global financial services company located in Canada is seeking an Investment Counselor Principal to manage investment relationships with ultra-high net worth clients. The role requires extensive experience in providing investment solutions and strong communication skills. Candidates should possess at least 15 years of experience, along with a Bachelor's or Master's degree. This career opportunity offers a competitive salary ranging from $200,000 to $350,000 and is a full-time position.

Qualifications

• 15+ years of experience in investment advising.
• Extensive experience in providing investment solutions.
• S7, S66 (or 63 & 65) & S3 securities licenses required.

Responsibilities

• Manage investment relationships with ultra-high net worth clients.
• Provide actionable market advice and investment ideas.
• Optimize client service across currencies and asset classes.

Skills

Investment advice

Client relationship management

Risk assessment

Advanced judgment

Negotiation

Education

Bachelor's/University degree

Master's degree

CFA

MBA

Job description

A global financial services company located in Canada is seeking an Investment Counselor Principal to manage investment relationships with ultra-high net worth clients. The role requires extensive experience in providing investment solutions and strong communication skills. Candidates should possess at least 15 years of experience, along with a Bachelor's or Master's degree. This career opportunity offers a competitive salary ranging from $200,000 to $350,000 and is a full-time position.