Investment Associate - Citi Private Bank
Core
Provide investment advice and solutions to Ultra High Net Worth clients in the United States, focusing on understanding client objectives and delivering tailored investment strategies.
Role type
Investment Associate (Senior Analyst level)
Builds
Customized investment solutions and asset growth strategies for UHNW clients
Domain
Private Banking / Wealth Management / Investment Advisory
Required skills
Investment analysis, portfolio management, economic trend analysis, risk assessment, client relationship management, regulatory compliance, financial planning, market monitoring, trade execution support
Preferred skills
Experience with UHNW client servicing, knowledge of global markets, ability to develop investment policy statements
Technologies
N/A
Responsibilities
Provide investment advice and solutions to UHNW clients; Monitor and provide guidance on markets incorporating Investment Committee views; Prepare investment policy statements; 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; Adhere to prospecting code of conduct; Assess risk and ensure compliance with laws and regulations
Seniority
Senior, hands-on IC