Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Citi
At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them meet their biggest opportunities and face the world's toughest challenges.
Shape your Career with Citi
Citi Private Bank (CPB) is dedicated to serving the world's wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth.
We're currently looking for a high caliber professional to join our team as a Investment Associate, based in Hong Kong. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future.
For instance
•
Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
•
Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
•
We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
In this role, you're expected to:
The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area.
Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources.
Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization.
Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
•
The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions.
•
Help support the senior members of the investment team in their delivery of investment solutions to clients.
•
Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank's Investment Committee.
•
Prepare investment policy statements for prospective clients
•
Analyze economic trends/activities and advise the effects on the investors' portfolios
•
Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
•
Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
•
In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades.
•
Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.
•
Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an indiv
Source: Citi careers