Job summaryinvestment associate sr analyst/assistant vice president – remote (hybrid), mexico.
full‐time position servicing ultra‐high‐net‐worth clients in the united states and providing investment advice and solutions.responsibilitiesprovide investment advice to uhnwi clients in the united states.support senior team members in delivering investment solutions to clients.monitor markets and provide guidance incorporating the bank's investment committee views.prepare investment policy statements for prospective clients.analyze economic trends and advise on their effects on clients' portfolios.recommend portfolio changes after evaluating economic, financial, and market factors.develop relationships and generate ideas with bankers and clients to grow the asset base.engage clients on investment themes and solutions and assist in executing investment solutions and trades.attend internal and external meetings to stay current on financial markets, products, and services offered by citi private bank.adhere to the prospecting code of conduct: acquire new private client accounts only by referral or personal contact; prohibit seminars, mail campaigns, cold calling, and other solicitation methods.appropriately assess risk when making business decisions, demonstrate consideration for the firm's reputation, and safeguard citi's clients and assets by driving compliance with applicable laws, rules, and regulations.
apply sound ethical judgment and report control issues with transparency.qualifications5‐8 years of experience.bachelor's degree in economics, finance, or business administration (or related field).
professional experience in a related occupation is acceptable.excellent written and verbal communication skills; ability to work independently and be self‐motivated.us: s7, s66 (or s63/s65) membership; securities industry exam (sie) is a prerequisite for s7.educationbachelor's or university degree, or equivalent experience.eeo statementciti is an equal‐opportunity employer and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.disability accommodationpersons with a disability who need a reasonable accommodation to use our search tools or apply for a career opportunity should contact the recruiter.
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