Senior Investment Strategist
2 days ago
About Citi
Citi, a global bank with over two centuries of experience, is seeking a highly skilled Investment Associate to join our team.
The successful candidate will be responsible for providing top-notch service and investment advice to an Ultra High Net Worth client base within the United States.
This exciting role focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver tailored investment solutions.
Main Responsibilities:
- Support senior members of the investment team in delivering comprehensive investment solutions to clients.
- Monitor market trends and provide guidance on internal and external platforms, incorporating the views of The Private Bank's Investment Committee.
- Prepare investment policy statements for prospective clients and analyze economic trends/activities to advise on potential impacts on investors' portfolios.
- Recommend changes to investors' holdings after evaluating economic, financial, and market factors and their potential impact.
- Develop relationships and generate ideas with bankers and clients to drive asset growth.
- Engage clients on investment themes and solutions, and assist senior team members in executing investment solutions and trades.
- Maintain up-to-date knowledge of financial markets, products, and services offered by Citi Private Bank through attendance at internal and external meetings.
- Adhere to a strict prospecting code of conduct, permitting only referral or personal contact solicitations.
- Avoid seminars, mail campaigns, cold calling, and other methods of solicitation.
Key Qualifications:
- 5-8 years of relevant experience in finance, economics, or business administration.
- Bachelor's degree with a concentration in economics, finance, or business administration; professional experience or related occupation.
- Exceptional communication skills, enabling effective collaboration with colleagues and clients.
EEO Policy Statement: Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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