Investment Associate, Financial Services Expert

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time
Company Overview

Citi is a global financial institution with a rich history spanning over 200 years. With an unparalleled global network, we provide a broad range of financial services and products to our clients, helping them meet their biggest opportunities and face the world's toughest challenges.

Job Summary

We are currently seeking a high-caliber Investment Associate to join our team in Hong Kong. As an Investment Associate, you will be responsible for supporting senior members of the investment team in delivering investment solutions to clients, monitoring market trends, and providing guidance to internal and external clients.

Responsibilities
  1. Support senior team members in delivering investment solutions to clients
  2. Monitor and provide guidance on market trends to internal and external clients
  3. Prepare investment policy statements for prospective clients
  4. Analyze economic trends and advise on their impact on investors' portfolios
  5. Recommend changes to investors' holdings based on economic, financial, and market factors
  6. Develop relationships with bankers and clients to drive asset growth
  7. Assist in executing investment solutions and trades
  8. Attend internal and external meetings to stay current on financial markets and products
  9. Adhere to a prospecting code of conduct that prohibits unsolicited solicitation methods
  10. Avoid risks by demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets
Requirements
  • Bachelor's degree or equivalent experience
  • 2-5 years relevant experience
  • Bachelor's degree with a concentration in economics, finance, or business administration; professional experience or related occupation
  • Strong financial background, excellent communication skills, and ability to work without direction
  • US: S7, S66 (or S63/S65) Securities Industry Exam (SIE is a prerequisite to the S7)
Benefits

As a Citi employee, you will have access to a variety of benefits, including:

  • A competitive salary range of $80,000-$120,000 per annum
  • A comprehensive health insurance package
  • A generous paid time-off package
  • Access to learning and development resources to help broaden and deepen your skills and knowledge
  • Resources and tools to volunteer in the communities where you live and work


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