Investment Associate, AVP - Citi Private Bank

About the role

Support senior members of the investment team in delivering investment solutions to ultra-high-net-worth clients. Monitor markets and provide guidance to internal and external clients based on the Private Bank's Investment Committee views. Prepare investment policy statements for prospective clients and analyse economic trends and their impact on portfolios. Recommend changes to client holdings after evaluating economic, financial and market factors. Develop relationships with bankers and clients to help grow the asset base, and assist in executing investment solutions and trades. Attend internal and external meetings to stay current on financial markets and Citi Private Bank products and services.

Requirements

• At least 5-8 years of relevant experience
• Bachelor's degree in economics, finance or business administration
• Hold CACS Papers 1 & 2
• Excellent written and communication skills
• Able to work without direction and self-motivated
• Knowledge of Mandarin advantageous

Benefits

• Physical and mental well-being programs including telehealth, health advocates and confidential counseling
• Learning and development resources
• Generous paid time off packages