Investment Associate - Citi Private Bank - Asia North

About the Position

Investment Associate - Citi Private Bank - Asia North

At Citi, we connect millions of people across hundreds of cities and countries every day. 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.

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 an Investment Associate, based in Hong Kong.

Responsibilities

• Provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States.
• 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 execution 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 driving compliance 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.

Requirements

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

Nice to Have

• Client Relationship Management
• Market Guidance
• Investment Policy Statements

We Offer

• Competitive salary
• Comprehensive benefits package
• Opportunities for professional development
• Inclusive and diverse work environment

About the Company

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

For further details, please refer to the public website of HKAB.

Apply

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