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Job Description The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services. The Private Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world. The Private Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world's billionaires and their families. Responsibilities:
The role of the Investment Associate is to provide a wide variety of service and investment advice to the High Net Worth client base within North Asia and ASEAN region. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions.
Help support the senior members of the investment team in their delivery of investment solutions to clients, including trading/execution of Investments.
Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank's Investment Committee.
Prepare investment policy statements for prospective clients
Analyze economic trends/activities and advise the effects on the investors' portfolios
Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
3+ years of experience
Ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
Language: English/Cantonese fluency. Mandarin will be a plus.
Bachelors/University degree or equivalent experience
Job Family Group: Private Client Product Services Job Family: Investment Counselor Time Type: Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi . View the " EEO is the Law " poster. View the EEO is the Law Supplement . View the EEO Policy Statement . View the Pay Transparency Posting