Investment Associate

1 week ago


Los Angeles, California, United States Citibank Full time
Job Summary

We are seeking a highly skilled Investment Associate to join our team at Citibank. As a key member of our investment team, you will be responsible for providing exceptional service and investment advice to our Ultra High Net Worth clients in the United States.

Key Responsibilities
  • Provide a wide range of investment services and advice to clients, including portfolio management and investment strategy development.
  • Work closely with senior team members to deliver investment solutions that meet client needs and objectives.
  • Monitor and analyze market trends and economic conditions to provide informed investment advice to clients.
  • Develop and maintain relationships with clients to understand their investment goals and objectives.
  • Collaborate with internal teams to identify new business opportunities and develop strategies to grow the asset base.
Requirements
  • 5-8 years of experience in investment banking, private wealth management, or a related field.
  • Bachelor's degree in economics, finance, or business administration, or equivalent experience.
  • Strong analytical and communication skills, with the ability to work effectively with clients and internal teams.
  • US Securities Industry Exam (SIE) certification required.
What We Offer

Citibank offers a competitive salary and benefits package, including medical, dental, and vision coverage, 401(k), and life insurance. We also offer opportunities for professional growth and development, as well as a dynamic and supportive work environment.



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