Senior Investment Specialist
2 days ago
Citi is a leading global bank with a rich history of innovation and commitment to excellence. Our Private Bank division offers a wide range of financial services to high net worth individuals, families, and institutions.
Job SummaryWe are seeking a highly skilled Senior Investment Specialist to join our team in the United States. The successful candidate will provide exceptional investment advice and services to our ultra-high net worth clients, working closely with senior team members to deliver tailored solutions.
Key Responsibilities- Provide expert investment advice and guidance to clients on their investment objectives and strategies.
- Collaborate with senior team members to develop and implement customized investment solutions for clients.
- Maintain thorough market knowledge and stay up-to-date on economic trends and activities that impact investor portfolios.
- Analyze and evaluate investment opportunities to recommend changes to client holdings.
- Develop relationships with bankers and clients to drive business growth and asset expansion.
- Bachelor's degree or equivalent experience required; graduate degree/MBA/CFA preferred but not necessary.
- At least 2 years of relevant experience in investment analysis or a related field.
- Excellent written and verbal communication skills, with ability to work independently and as part of a team.
- Strong analytical and problem-solving skills, with attention to detail and ability to meet deadlines.
We offer a competitive salary package, including an estimated annual salary of $120,000 - $180,000, depending on experience. Additionally, you will have access to a comprehensive benefits program, including health insurance, retirement savings plan, and paid time off.
At Citi, we value diversity, equity, and inclusion, and strive to create a workplace where everyone feels welcome and supported. If you share our commitment to excellence and customer satisfaction, please submit your application today
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