Investment Associate, AVP - Citi Private Bank
Core
Provide investment advice and solutions to ultra-high net worth clients in North Asia, supporting senior team members in portfolio management and market analysis.
Role type
Investment Associate (AVP)
Builds
Customized investment solutions and portfolio strategies for private bank clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment analysis, portfolio management, market monitoring, economic trend analysis, client relationship management, investment policy statement preparation, trade execution support
Preferred skills
Mandarin language proficiency
Technologies
N/A
Responsibilities
Monitor and provide guidance on markets to clients; Prepare investment policy statements for prospective clients; Analyze economic trends and advise on portfolio effects; Recommend changes to investor holdings; Develop relationships with bankers and clients to grow asset base; Engage clients on investment themes and execute trades; Attend internal and external meetings on financial markets.
Seniority
Mid-Senior level (5-8 years experience) (via careerplan.io/jobs/859031647146-investment-associate-avp-citi-private-bank-at-citi)
