Investment Associate
1 month ago
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.
- 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.
- Bachelor's/University degree or equivalent experience required.
- Graduate Degree/MBA/CFA a plus, but not required.
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Investment Solutions Associate
3 weeks ago
Singapore Asian Infrastructure Investment Bank Full timeInvestment Solutions Associate The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We are capitalized at USD100...
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Investment Associate
2 weeks ago
Singapore Wellington Management Company, LLP Full timeAbout UsWellington Management is a global investment management company that offers a comprehensive range of investment solutions to institutional clients worldwide. Our investment capabilities span nearly all segments of the global capital markets, and our proprietary research and collaborative culture enable us to deliver innovative investment solutions to...
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Investment Associate
21 hours ago
Singapore WHITE OAK CAPITAL PARTNERS PTE. LTD. Full timeAbout the RoleAt WHITE OAK CAPITAL PARTNERS PTE. LTD., we are seeking a highly motivated and detail-oriented Investment Associate to join our investment team. As an Investment Associate, you will play a key role in supporting our sector analysts in conducting research and analysis, identifying investment opportunities, and presenting findings to the...
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Investment Associate
1 week ago
Singapore Wellington Management Company, LLP Full timeAbout UsWellington Management is a leading investment management company that offers a range of comprehensive investment solutions to institutional clients worldwide. Our team of experienced professionals is dedicated to delivering exceptional results and providing unparalleled service to our clients.About the RoleWe are seeking highly motivated and talented...
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Investment Associate
2 months ago
Singapore Citi Full timeAbout the RoleCiti is seeking a highly skilled Investment Associate to join our team in the Private Bank. As an Investment Associate, you will play a key role in providing exceptional service and investment advice to our ultra-high net worth clients.Key ResponsibilitiesProvide a wide range of services and investment advice to clients, including understanding...
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Investment Associate
4 weeks ago
Singapore Citi Full timeJob SummaryCiti is seeking a highly skilled Investment Associate to join our team. As an Investment Associate, you will provide a wide range of services and investment advice to our Ultra High Net Worth clients within the United States.ResponsibilitiesProvide investment advice and services to clients, understanding their investment objectives and working in...
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Investment Associate
1 day ago
Singapore CAMBRIDGE ASSOCIATES ASIA PTE LTD Full timeRoles & ResponsibilitiesWHO ARE WE?Cambridge Associates is a leading global investment firm. We work with endowments & foundations, pension plans, and ultra-high net worth private clients to build, implement and manage bespoke investment portfolios that generate outperformance so that they can maximize their impact on the world. Our goal is to meet clients...
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Investment Associate
1 month ago
Singapore Wellington Management Company, LLP Full timeAbout UsWellington Management is a leading investment management company that offers a comprehensive range of investment solutions to institutional clients worldwide. Our investment approach is built on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.About the RoleWe are seeking highly...
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Investment Associate
1 month ago
Singapore Aquis Search Full timeAbout the RoleWe are seeking a highly skilled and motivated Investment Associate to join our team at Aquis Search. The ideal candidate will possess a strong understanding of private equity markets and financial acumen, with excellent communication and analytical skills.Key ResponsibilitiesAnalyze potential secondary investments and present findings to senior...
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Investment Associate
2 weeks ago
Singapore Citi Full timeJob SummaryCiti is seeking a highly skilled Investment Associate to join our team. This role will provide a wide range of services and investment advice to ultra-high net worth clients within the United States.Key ResponsibilitiesProvide investment advice and services to clients, working in partnership with senior team members to deliver investment...
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Investment Operations Associate
4 hours ago
Singapore GIC PRIVATE LIMITED Full timeRoles & ResponsibilitiesAt GIC PRIVATE LIMITED, we're seeking a detail-oriented and organized Associate, Investment Operations to join our finance team. As a key member of our Investment Services Private Markets Department, you'll be responsible for providing financial deal due diligence, financial controllership, treasury, and funding.Process daily...
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Associate Treasury
1 day ago
Singapore GRIT SEARCH PTE. LTD. Full timeRoles & ResponsibilitiesCompany Overview:Our client is a leading well established Family Office in Singapore with operations and investments spanning various industries and asset classes internationally.Role Overview:We are seeking an Associate or Senior Associate to join the Finance and Investments team, reporting to the Director of Treasury & Investments....
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Investment Associate
2 months ago
Singapore WilsonHCG Singapore Full timeWe are seeking an Investment Associate/Senior Associate to join our Financial Services team. You’ll manage a significant investment portfolio focused on global trends like the digitization of commerce and infrastructure, investing in companies ranging from early-stage innovators to established businesses. Key Responsibilities: Investment Analysis:...
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Private Equity Investment Associate
1 month ago
Singapore Target Partners Executive Search Full timeInvestment Associate Job DescriptionWe are seeking a dynamic and experienced Investment Associate to join our team at Target Partners Executive Search. As an Investment Associate, you will play a key role in managing an assigned portfolio of investments in regional markets, evaluating potential secondaries opportunities, and working alongside managers in...
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Investment Sales Associate
3 months ago
Singapore JK RECRUITMENT AGENCY Full time***About HSBC***As part of the HSBC Group, we offer products and services secured by HSBC's financial backbone, built up by over 150 years of stellar track record in areas of finance, international services and building trusted relationships. We have attracted a team of passionate and dedicated individuals who aspire to make a difference beyond financial...
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Private Equity Investment Associate
4 weeks ago
Singapore Gough Recruitment Full timeJob Title: Private Equity Investment Associate/Vice PresidentJob Summary:We are seeking a highly skilled Private Equity Investment Associate/Vice President to join our team at Gough Recruitment. The successful candidate will be responsible for conducting due diligence on investment opportunities, constructing financial models, and performing technical...
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Investment Analyst/ Associate
1 day ago
Singapore FP GLOBAL PTE. LTD. Full timeRoles & ResponsibilitiesOur client who is an investment firm investing in deep tech ventures is currently looking for an Investment Analyst/ Associate to join their growing team. If you're someone who wants to work with driven founders and add value to the society, this will be a great opportunity for you! Responsibilities: Lead analysis of investment...
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Investment Associate
2 months ago
Singapore Gough Recruitment Full timeJob Summary:Gough Recruitment is seeking an experienced Investment Associate to join our team. As an Investment Associate, you will be responsible for conducting due diligence on investment opportunities, constructing financial models, and performing technical analyses.Key Responsibilities:Conduct thorough due diligence on investment opportunities to...
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Investment Associate Position
4 hours ago
Singapore GROWTHEUM CAPITAL PARTNERS PTE. LTD. Full timeGROWTHEUM CAPITAL PARTNERS PTE. LTD.Growtheum Capital Partners, a leading private equity firm based in Singapore, is seeking a seasoned professional to join its team as an Investment Associate.The successful candidate will be responsible for executing investment opportunities, including deal sourcing, negotiations, structuring, and due diligence...
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Private Equity Investment Associate
2 weeks ago
Singapore Target Partners Executive Search Full timeInvestment Associate Opportunity in Private EquityTarget Partners Executive Search is seeking a dynamic Investment Associate to join their growing Singapore office. As part of a small team, you will be responsible for managing an assigned portfolio of investments in regional markets, evaluating potential secondaries opportunities, and working alongside...