Portfolio Advisor, Citi Wealth CIO.
Core
Support the Head of Portfolio Advisory and Senior Portfolio Advisors by driving centralized messaging on CIO strategy, views, and performance to the field and clients, and assisting in investment solutions and client engagement functions.
Role type
Senior IC Portfolio Advisor (Investment Strategy)
Builds
CIO investment views, supporting content, and implementation recommendations for new product development
Domain
Wealth Management / Multi-asset class portfolio construction
Required skills
Investment strategy development and communication, Multi-asset class portfolio construction, Market analysis, Client engagement, Strategic thinking, Process execution, Compliance management, Team mentoring
Preferred skills
Experience in developing and implementing investment strategies, Understanding of industry competitors
Technologies
None stated
Responsibilities
Communicate CIO strategy and views to field and clients via global sales calls, Collaborate on developing supporting content for investment views, Align CIO views with investment solutions teams for product development, Train and mentor junior team members, Prepare for and follow up on client meetings, Ensure compliance with Citi policies and regulatory requirements
Seniority
Mid-Senior, hands-on IC