Investment Associate - Citi Private Bank - Asia North
Core
Provide investment advice and solutions to Ultra High Net Worth clients in the United States, working in partnership with senior team members.
Role type
Senior IC investment associate
Builds
Customized investment solutions and portfolio strategies for UHNW clients
Domain
Private Banking / Wealth Management
Required skills
Investment analysis, portfolio management, economic trend analysis, risk assessment, client relationship management, regulatory compliance
Preferred skills
Experience with UHNW client base, knowledge of global markets
Technologies
N/A
Responsibilities
Monitor and provide guidance on markets to internal and external clients, Prepare investment policy statements for prospective clients, Analyze economic trends and advise effects on portfolios, Recommend changes to investors' holdings, Develop relationships and generate ideas with bankers and clients, Engage clients on investment themes and solutions
Seniority
Senior, hands-on IC