Senior UHNW Investment Advisor

Citi; British Columbia; Hybride; CAD 150 000 - 230 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

Professional development

Wellbeing programs

Résumé du poste

Citi Private Bank in Canada seeks a Senior Investment Counselor to serve UHNW and HNW clients, delivering sophisticated investment strategies and tailored portfolio solutions. You will work with Bankers to provide a comprehensive private banking experience, across investments and related services.

The role emphasizes cross‑border expertise, regulatory compliance, and a strong client‑facing presence in a hybrid office setting.

Qualifications

• 15+ years of experience in investment advisory or private banking.
• Strong ability to manage and grow ultra‑high net worth client relationships.
• Proven skill in constructing tailored portfolio strategies across asset classes.

Responsabilités

• Act as primary investment advisor for UHNW/HNW clients and oversee execution with the Banker team.
• Advise across traditional and alternative assets, currencies, markets and jurisdictions.
• Expand client relationships with proactive, insight‑led investment guidance and planning.
• Develop cross‑referral opportunities with lending, trust and institutional partners.
• Ensure compliance and ethical standards in client interactions and decisions.

Connaissances

Investment advisory

Private banking

Relationship management

Cross-border investing

Formation

Bachelor's degree

Description du poste

Citi Private Bank in Canada seeks a Senior Investment Counselor to serve UHNW and HNW clients, delivering sophisticated investment strategies and tailored portfolio solutions. You will work with Bankers to provide a comprehensive private banking experience, across investments and related services.

The role emphasizes cross‑border expertise, regulatory compliance, and a strong client‑facing presence in a hybrid office setting.