Portfolio Management Expert

4 days ago


Singapore Citibank (Switzerland) AG Full time

We are looking for a highly skilled and motivated individual to join our team as an Investment Associate at Citibank (Switzerland) AG.

As an Investment Associate, you will work closely with senior team members to deliver investment solutions to clients and provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States.


Responsibilities:

Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank's Investment Committee.

Analyze economic trends/activities and advise the effects on investors' portfolios. Recommend changes to the investors' holdings after evaluating economic, financial, and market factors and potential impact on the investors' portfolios. Help support the senior members of the investment team in their delivery of investment solutions to clients. Prepare investment policy statements for prospective clients. Develop relationships and generate ideas with bankers and clients that will lead to growth of the asset base. Engage clients on investment themes and solutions, and assist in execution of the investment solutions and trades. Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.
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