Investment Associate

1 month ago


Singapore Citi Full time
Job Summary

The Investment Associate is a key role within The Private Bank at Citi, responsible for providing exceptional service and investment advice to ultra-high net worth clients in the United States. This position requires a strong understanding of investment objectives and the ability to work closely with senior team members to deliver tailored investment solutions.

Key Responsibilities
  • Provide comprehensive investment advice and service to clients, understanding their unique needs and goals.
  • Support senior team members in delivering investment solutions, including monitoring market trends and providing guidance to clients.
  • Prepare investment policy statements for prospective clients, analyzing economic trends and advising on their impact on investor portfolios.
  • Recommend changes to client holdings based on thorough analysis of economic, financial, and market factors.
  • Develop relationships with bankers and clients to drive growth of the asset base, engaging clients on investment themes and solutions.
  • Attend internal and external meetings to stay current on financial markets and products offered by Citi Private Bank.
  • Adhere to a prospecting code of conduct, acquiring new private client accounts through referrals or personal contact.
  • Assess risk and demonstrate sound judgment in business decisions, ensuring compliance with applicable laws and regulations.
Qualifications
  • 2+ years of relevant experience in financial services.
  • Strong financial background, excellent communication and written skills, and ability to work independently.
  • Client Advisor Competency Standards - Assessments I & II (obtained within 60 days of start date).
  • Clear regulatory, legal, and compliance history.
Education
  • Bachelor's/University degree or equivalent experience required.
  • Graduate Degree/MBA/CFA a plus, but not required.


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