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Investment Associate, Hong Kong

Investment Associate, Hong Kong

CitiHong Kong
17 days ago
Job description

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 Investmentmittee.
  • Prepare investment policy statements for prospective clients
  • Analyze economic trends / activities and advise the effects on the investors' portfolios
  • Rmend 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 individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by drivingpliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications :

  • 5-8 years of experience
  • Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
  • Ability tomunicate with co-workers and clients; excellent written andmunication skills, able to work without direction, self-motivated
  • Education :

  • Bachelor's / University degree or equivalent experience
  • Job Family Group :

    Private Client Product Services

    Job Family : Investment Counselor

    Time Type : Full time

    Citi is an equal opportunity and affirmative action employer.

    Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable amodation to use our search tools and / or apply for a career opportunity review Accessibility at Citi .

    View the " EEO is the Law " poster. View the EEO is the Law Supplement .

    View the EEO Policy Statement .

    View the Pay Transparency Posting

    Job ID 25844132

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    Investment Hong Kong • Hong Kong

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