Canada Investment Counselor Team Lead

About the Position

Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community, and make a real impact.

The Canada Investment Counselor Team Lead will manage multiple teams through other managers. This role requires an in-depth understanding of how the sub-function contributes to achieving the objectives of the function. A good understanding of the industry, direct competitors' products and services, is also necessary to contribute to the commercial objectives of the business.

Responsibilities

• Lead and produce growth in investment revenue and AUMs with Ultra High Net Worth clients.
• Construct and oversee investment portfolios and deliver advice and guidance on markets and actionable investment ideas.
• Cultivate trusting, productive relationships with key partners throughout CPB and the wider Citi.
• Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker.
• Arrange and lead regular (quarterly) investment and business reviews with assigned clients.
• Provide clients with direct access to trading desks where appropriate.
• Actively look for cross-sell opportunities in other areas of the bank, particularly lending, trust, and institutional markets solutions.
• Partner with Bankers to prospect for new investment business.
• Understand the investment needs of assigned clients and ensure that positions are in line with client risk profiles.
• Minimize the client’s and Private Bank’s exposure to risk by observing suitability policies and monitoring changes in the client’s financial condition as well as industry and economic trends.
• Recommend strategic and tactical asset allocation in line with CPB’s house view.
• Oversee and coordinate the portfolio construction and implementation of investment mandates across all appropriate internal resources.
• Provide direct and active ongoing portfolio advice to assigned clients.
• Uncover needs that are not clearly expressed by the client.
• Advise and influence clients, overcome objections, and demonstrate the confidence to close significant business.
• Lead investment discussions and presentations in one-on-one settings, in small groups, and with larger audiences.
• Communicate complex technical details in a manner that is easily understood and consistent with the level of sophistication of the client or sales team member.
• Demonstrate resilience and ability to thrive and deliver results in a high-pressure, global, rapidly changing, and often ambiguous environment.
• Exemplify the highest standards of conduct in all professional activities and observe the letter and spirit of Citi’s policies and principles.
• Knowledge of and ability to communicate capital markets strategies with clients.
• Knowledge of volatility and correlation-driven strategies across asset classes.
• Display a broad base of execution skills, having successfully completed a range of complex capital markets transactions.
• Understand what drives valuation in different asset classes.

Requirements

• Experience: 15+ years
• Qualifications: Extensive experience in providing investment advice and solutions as well as managerial experience. CFA, MBA degree, or other advanced degree is a plus.
• Skills:
  • Investment Advice
  • Portfolio Management
  • Asset Allocation
  • Capital Markets
  • Risk Management

We Offer

• Salary: $160,000.00 - $350,000.00 (USD, yearly)
• Job Type: Full-time
• Location: Toronto, Ontario, Canada (Hybrid)

About the Company

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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