Investment Associate - Private Banking The Investment Associate within Citi Private Bank is a developing professional role.
Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices.
Good understanding of how the team and area integrate with others in accomplishing the objectives of the sub function / job family.
Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information.
Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results.
Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex / sensitive information.
Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.
The Private Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world.
The Private Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world's billionaires and their families.
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.
Job Family Group :
Private Client Product Services
Job Family : Investment Counselor
Time Type :
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