The role 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
Job Summary
The role 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.
Candidates must analyze economic trends and advise on the effects on investors' portfolios while recommending changes to holdings based on market factors.
Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.
Matching Summary
The role 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.
Salary
Base: $86,330.00 - $120,470.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off.
Skills & Requirements
Must-have
Strong financial background
Excellent written communication skills
Ability to work without direction
Self-motivated professional
Analytical thinking and data analysis
Nice-to-have
Developed communication and diplomacy skills
Understanding of economic trends
Relationship building with bankers
Knowledge of investment policy statements
Awareness of market products and services
Key Requirements
2-5 years relevant experience
Bachelor's degree in economics, finance, or business administration