Investment Associate

4 days ago


Singapore Citi Full time
About the Role

Citi 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 Responsibilities
  • Provide a wide range of services and investment advice to clients, including understanding their investment objectives and working in partnership with senior team members to deliver investment solutions.
  • Support senior members of the investment team in their delivery of investment solutions to clients.
  • Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank's Investment Committee.
  • Prepare investment policy statements for prospective clients.
  • Analyze economic trends and activities and advise clients on the potential impact on their portfolios.
  • Recommend changes to clients' holdings after evaluating economic, financial, and market factors and the potential impact on their portfolios.
  • Develop relationships and generate ideas with bankers and clients to drive growth of the asset base.
  • Engage clients on investment themes and solutions, and assist in the execution of investment solutions and trades.
  • Attend internal and external meetings to stay current on financial markets, products, and services offered by Citi Private Bank.
  • Adhere to a specific prospecting code of conduct, which permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business.
  • Assess risk when making business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
Requirements
  • 2+ years of relevant experience in a financial institution or related field.
  • Strong financial background and ability to communicate with coworkers and clients.
  • Excellent written and communication skills, with the ability to work independently and self-motivated.
  • Client Advisor Competency Standards - Assessments I & II (must be 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 are a plus, but not required.

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