Senior Investment Solutions Specialist

4 weeks ago


Singapore Citi Full time

At Citi, we are seeking a highly skilled Senior Investment Solutions Specialist to join our team in the United States.

This role offers an exceptional opportunity for experienced professionals to leverage their expertise and drive success in our Private Client Product Services division.

The estimated salary for this position is $120,000 - $200,000 per year, based on industry standards and the level of experience required.

About the Job

We are looking for a seasoned professional with 2+ years of relevant experience in financial services, strong communication skills, and excellent analytical abilities. The ideal candidate will have a solid understanding of investment products and services, as well as the ability to work effectively with clients and internal stakeholders.

  • Provide high-quality investment advice and solutions to Ultra High Net Worth clients within the United States;
  • Support senior members of the investment team in delivering investment solutions to clients;
  • Monitor market trends and provide guidance to internal and external clients;
  • Analyze economic trends and advise clients on potential impacts on their portfolios;
  • Recommend changes to client holdings based on economic, financial, and market factors;
Requirements

To be successful in this role, you will need:

  • A Bachelor's degree or equivalent experience;
  • Strong financial background and excellent communication skills;
  • Ability to work without direction and be self-motivated;
  • Clear regulatory, legal, and compliance history;
Benefits

As a valued member of our team, you can expect a range of benefits, including:

  • A competitive salary and bonus structure;
  • Ongoing training and development opportunities;
  • A dynamic and supportive work environment;
  • A comprehensive benefits package;


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