Citi Trends

Citi Trends

Citi Private Bank - Investment Counselor Team Lead - Canada

TORONTO, Ontario, Canada · Full-time

Sponsorship not specified$160k-$350kDetected 1 day ago
SalesNegotiationBudgetingValuationResearchCommunicationPublic SpeakingCFA

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odds of building a lasting career here

47Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role35
Entry-level history0
PERM / green-card track0
Lottery odds (Level IV)94
Fits your clock70

Sponsors, but it's cap-subject — you still face the weighted lottery (~61% per draw at Level IV). Good if you win; have a cap-exempt backup on your list.

Lottery odds assume a STEM candidate.

Personalize to your clock →

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About the role

  • Some external communication/negotiation may be necessary.
  • Responsible for executing functional strategy in area managed.
  • Determines approach to implementing functional strategy.

Responsibilities

  • The candidate chosen will be expected to lead produce growth in investment revenue and AUMs with Ultra High Net Worth clients.
  • Partner with Bankers to prospect for new investment business Understand the investment needs of assigned clients (i.e. return expectation, risk appetite, time horizon, liquidity needs, etc.) and ensure that positions are in line with client risk profiles.
  • Lead investment discussions and presentations in one-on-one settings, in small groups, and with larger audiences.

Requirements

  • 15+ years of experience Extensive experience in providing investment advice and solutions as well as managerial experience.
  • Ability to articulate and advocate the house view of Citi and CPB as well as the investments Citi recommends.
  • Excellent communication skills required in order to negotiate internally, often at a senior level.

Nice to have

  • CFA, MBA degree or other advance degree a plus Prior managed investment experience with a strong ability to explain and implement asset allocation and individual asset classes.
  • US Only: S7, S66 (or 63 & 65) & S3
  • Bachelor's/University degree, Master's degree preferred ------------------------------------------------------

Compensation

  • $160k-$350k

Benefits

  • Knowledge of and ability to communicate capital markets strategies (equity, fixed income, FX derivatives, rates, credit, structured products) with clients.

Company info

  • Requires thorough understanding of strategic direction of the function within the relevant part of the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise and related subject areas.

Equal opportunity

  • View Citi's EEO Policy Statement and the Know Your Rights poster.
  • If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
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This listing is sourced directly from Citi Trends's careers page and normalized into a canonical job model.