Financial Services Professional
2 days ago
About the Role: Citi Wealth at Work is seeking an experienced Investment Associate to provide a wide range of services and investment advice to ultra-high net worth clients in the United States.
Main Responsibilities:
- Work in partnership with senior team members to deliver investment solutions that meet clients' objectives.
- Provide guidance on market trends and prepare investment policy statements for prospective clients.
- Analyze economic trends and advise on their impact on investors' portfolios.
- Recommend changes to investors' holdings based on economic, financial, and market factors.
- Develop relationships with bankers and clients to drive asset growth.
- Support senior team members in executing investment solutions and trades.
- Stay up-to-date on financial markets and products offered by Citi Private Bank through internal and external meetings.
Requirements:
- 5-8 years of experience in investment counseling or a related field.
- Bachelor's degree in economics, finance, or business administration, or equivalent experience.
- Excellent communication and analytical skills, with ability to work independently and motivate others.
- US Securities Industry Exam (S7, S66, or S63/S65) certification.
Benefits:
- Full-time salary ranging from $88,400 to $140,400, depending on location and experience.
- Citi offers competitive benefits, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.
- Paid time off packages, including vacation, sick leave, and holidays.
About Citi: Citi is an equal opportunity employer and affirmative action employer. We welcome qualified applicants from diverse backgrounds to join our team.
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