High Net Worth Investment Specialist

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time
Company Overview
Citi is a leading global bank with a rich history of innovation and customer service. As an Investment Associate, you will be part of a team that provides exceptional investment advice to ultra-high net worth clients in the United States.

Job Description
The role of the Investment Associate is to provide a wide range of investment services and advice to our clients. This includes understanding their investment objectives, working in partnership with senior team members to deliver tailored solutions, and monitoring market trends to provide valuable insights.

Responsibilities:
  • Provide expert investment advice to ultra-high net worth clients on various asset classes, including equities, fixed income, and alternative investments.
  • Collaborate with senior team members to develop and implement comprehensive investment strategies for clients.
  • Analyze economic trends and their impact on client portfolios, providing actionable recommendations for portfolio optimization.
  • Stay up-to-date on market developments and regulatory changes, ensuring compliance with relevant laws and regulations.

Required Skills and Qualifications
To succeed in this role, you will need:
  • 5-8 years of experience in investment banking or wealth management.
  • A Bachelor's degree in economics, finance, or business administration, or equivalent experience.
  • Excellent analytical, communication, and interpersonal skills, with the ability to work effectively with clients and colleagues.

Benefits
Citi offers a competitive salary, bonus structure, and benefits package, as well as opportunities for professional growth and development.

Others
Citi is committed to equal employment opportunity and diversity. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional customer service.

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