Investment Associate
4 weeks ago
The Investment Associate is a key role within Citi Private Bank, responsible for providing high-quality investment advice and services 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 investment advice and services to ultra-high net worth clients, understanding their unique needs and goals.
- Support senior team members in delivering investment solutions, including market monitoring and analysis.
- Prepare investment policy statements for prospective clients, analyzing economic trends and advising on portfolio adjustments.
- Develop relationships with bankers and clients to drive asset growth and execute investment solutions.
- Stay up-to-date on financial markets and products offered by Citi Private Bank, attending internal and external meetings as needed.
- 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.
Qualifications
- 2+ years of relevant experience in finance or a related field.
- Strong financial background, excellent written and communication 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.
Education
- Bachelor's/University degree or equivalent experience required.
- Graduate Degree/MBA/CFA a plus, but not required.
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