- Experience
- 5–8 yrs
- Salary
- —
- Openings
- 1
- Posted
- 2 days ago
- Work mode
- In office
- Education
- Bachelor's degree in economics, finance, or business administration
- Resume
- Required to apply
Where you'll work
Job description
About Citi Private Bank
Citi boasts a rich legacy of over two centuries connecting millions globally through an unmatched international network. We deliver a diverse array of financial products and services tailored for clients ranging from individual consumers to corporations and governments, assisting them to seize opportunities and navigate complex challenges worldwide.
Citi Private Bank (CPB) caters specifically to the wealthiest individuals and their families across 52 offices in 20 countries, serving over 14,000 ultra-high net worth clients from nearly 100 nations. Our clientele comprises entrepreneurs, executives, business leaders, heirs, and their families, for whom we craft personalized financial solutions aimed at wealth preservation and growth.
Role Overview
This opening in Singapore seeks a highly qualified professional to join as an Investment Associate at the Assistant Vice President level. The Associate plays a key role in delivering diverse investment advice and client services to an ultra-high net worth segment, collaborating closely with senior team members to assess client goals and formulate bespoke investment strategies.
Key Responsibilities
- Support senior investment team members in designing and delivering tailored investment solutions to clients.
- Continuously monitor financial markets and offer insights to internal stakeholders and clients, reflecting perspectives from the Private Bank’s Investment Committee.
- Compose investment policy statements for prospective clients to define strategic investment guidelines.
- Analyze economic trends and developments to provide advisory insights on potential impacts to client portfolios.
- Advise portfolio adjustments by evaluating economic, financial, and market factors to optimize client holdings.
- Collaborate with bankers and clients to cultivate relationships and generate opportunities to expand client asset bases.
- Assist senior team members in client engagement activities centered on investment themes, solutions, and execution of investment trades.
- Participate in both internal and external meetings to stay abreast of evolving financial markets and Citi Private Bank’s product offerings.
- Follow strict prospecting protocols limiting new client acquisitions to referrals or direct contacts, excluding cold calling, seminars, mail campaigns, or other solicitation methods.
Ideal Candidate Profile
- Minimum 5 to 8 years of relevant experience in investment advisory or related roles.
- A bachelor’s degree focused on economics, finance, or business administration, coupled with relevant professional experience.
- Completion of CACS Papers 1 & 2 certification is required.
- Strong communication skills, both written and verbal, demonstrating ability to work independently and self-motivation.
- Mandarin language proficiency is a plus due to North Asia client coverage.
Employee Benefits
- Access to programs supporting physical and emotional health including telehealth, confidential counseling, and health advocacy, subject to location.
- Comprehensive learning and development opportunities to enhance professional skills and knowledge.
- Work-life balance support through various initiatives including generous paid time off.
Equal Opportunity & Accessibility
Citi is committed to providing equal employment opportunities to all qualified applicants regardless of race, gender, disability status, veteran status, or other protected characteristics. Accommodations are available for applicants with disabilities requiring assistance during the recruitment process.