Portfolio Advisor, Citi Wealth CIO.
Core
Support the Head of Portfolio Advisory and Senior Portfolio Advisors in communicating CIO strategy, views, and performance to the field and clients.
Role type
Senior IC Portfolio Advisor
Builds
Centralized messaging, supporting content for investment views, and client engagement materials
Domain
Wealth Management / Investment Strategy
Deliverable
product features
Required skills
Investment strategy development, Multi-asset portfolio construction, Market analysis, Client engagement, Strategic communication, Regulatory compliance
Preferred skills
Training and mentoring, Cross-functional collaboration
Technologies
None stated
Responsibilities
Drive and communicate centralized messaging around CIO strategy to field and clients, Collaborate on developing supporting content for investment views, Assist with client meeting prep and follow-ups, Train and mentor junior team members
Seniority
Senior, hands-on IC