Financial Analyst Professional

7 days ago


Singapore Citibank (Switzerland) AG Full time

As an Investment Associate at Citibank (Switzerland) AG, you will be responsible for providing a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States.

The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions.


Responsibilities:
  • Help support the senior members of the investment team in their delivery of investment solutions to clients.
  • Prepare investment policy statements for prospective 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 and potential impact on the investors' portfolios.
  • 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.
  • Adhere to a specific prospecting code of conduct.
  • Appropriately assess risk when business decisions are made.


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