Investment Associate Lead Professional
1 week ago
At Citi, we are seeking a skilled Investment Associate Lead Professional to join our team. This role offers a unique opportunity to work with high net worth clients and provide expert investment advice.
The estimated salary for this position is $120,000 - $180,000 per year, based on industry standards and location.
About the Job
This is a seasoned professional role that requires in-depth knowledge of investment products and services. The successful candidate will have a strong financial background and excellent communication skills. They will be responsible for providing a wide range of services to clients, including investment advice, portfolio management, and market analysis.
Responsibilities
- Provide expert investment advice to high net worth clients
- Manage client portfolios and make recommendations for investment opportunities
- Analyze market trends and provide insights to clients
- Develop relationships with clients and bankers to drive business growth
- Stay up-to-date with industry developments and regulatory requirements
Qualifications
- 2+ years of relevant experience in investment or finance
- Strong financial background and excellent communication skills
- Ability to work independently and as part of a team
- Clear regulatory and compliance history
Education
- Bachelor's degree or equivalent experience
- Graduate degree or MBA/CFA preferred but not required
Citi is an equal opportunity employer and welcomes applications from diverse candidates. If you are passionate about investing and delivering exceptional results, we encourage you to apply.
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