Investment Associate - AVP - Miami, FL
Core
Provide investment advice and solutions to Ultra High Net Worth clients, preparing investment policy statements and analyzing economic trends to advise on portfolio effects.
Role type
Investment Associate (Private Banking)
Builds
Investment solutions and portfolio strategies for Citi Private Bank clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment analysis, portfolio management, economic trend analysis, risk assessment, regulatory compliance, client relationship management, prospecting
Preferred skills
Team leadership, coaching, strategic planning
Technologies
Financial market data platforms, investment management systems
Responsibilities
Prepare investment policy statements for prospective clients; Analyze economic trends and advise on portfolio impacts; Recommend changes to investor holdings based on market factors; Develop relationships and generate ideas for asset base growth; Engage clients on investment themes and execute trades; Monitor markets and incorporate Investment Committee views; Assess risk and ensure compliance with laws and firm policies.
Seniority
Mid-Senior, hands-on IC