Investment Associate, AVP (North Asia) - Citi Private Bank

01291 Citicorp Investment Bank (Singapore) Limited; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A global investment bank in Singapore is looking for an experienced Investment Associate to support senior team members in delivering investment solutions to ultra-high net worth clients. The role involves analyzing market trends, communicating effectively with clients, and preparing investment policy statements. Ideal candidates should have a bachelor’s degree in economics or finance, hold CACS Papers 1 & 2, and possess 5-8 years of relevant experience, including proficiency in Mandarin.

Benefits

Telehealth options

Confidential counseling

Paid time off packages

Learning and development resources

Qualifications

• 5-8 years of experience in investment or related field.
• Ability to communicate effectively with clients.
• Hold CACS Papers 1 & 2.
• Knowledge of Mandarin to engage clients from North Asia.

Responsibilities

• Support senior investment team members in delivering investment solutions.
• Monitor market conditions and provide guidance to clients.
• Prepare investment policy statements for clients.
• Analyze economic trends affecting client portfolios.
• Develop relationships that enhance asset growth.

Skills

Experience in investment banking

Client relationship management

Market analysis

Written and verbal communication

Self-motivated

Knowledge of Mandarin

Education

Bachelor's degree in economics, finance or business administration

Job description

At Citi , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. 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.

Shape your Career with Citi

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, AVP (North Asia), based in Singapore. 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. 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.

Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well‑being to help plan for your future. For instance :

• Citi provides programs and services for your physical and mental well‑being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

In this role, you’re expected to :

• 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.

As a successful candidate, you’d ideally have the following skills and exposure :

• At least 5-8 years of experience.
• Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
• Hold CACS Papers 1 & 2.
• Ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self‑motivated.
• As this role will cover clients from North Asia, knowledge of Mandarin required.

Job Family Group :

Private Client Product Services

Job Family :

Investment Counselor

Time Type :

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and / or contact the recruiter.