Asset Allocation Advisor

5 days ago


Singapore Citibank (Switzerland) AG Full time

The Investment Associate role at Citibank (Switzerland) AG offers an exciting opportunity to work with a team of experienced professionals and contribute to delivering investment solutions to high net worth individuals and families.

You will be responsible for analyzing economic trends and advising clients on the impact on their investments, recommending changes to their portfolios based on your analysis, and developing strong relationships with clients to drive growth and loyalty.


Key Responsibilities:
  • Monitor and provide guidance on the markets to internal and external clients.
  • Analyze economic trends/activities and advise the effects on investors' portfolios.
  • Recommend changes to the investors' holdings after evaluating economic, financial, and market factors.
  • 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.


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