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22420925 Citi Private Bank
3 weeks ago
**Responsibilities**:
- The role of the Investment Associate is to provide 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.
- Help support the 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/activities and advise the effects on the investors’ portfolios
- Recommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios.
- Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
- In support of senior team members, engage clients on investment themes and solutions, and assist in the execute 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, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
**Qualifications**:
- 5-8 years of experience
- Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
- Ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
- US: S7, S66 (or S63/S65); NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
**Education**:
- Bachelor's/University degree or equivalent experience
