Wealth Portfolio Advisor – Investment Strategy & Clients

Citigroup Inc.

New York (NY)

On-site

USD 157,000 - 236,000

Full time

4 days ago

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Benefits offered by this job

Medical, dental & vision

401(k)

Paid time off

Job summary

The Portfolio Advisor will support the Head of Portfolio Advisory and Senior Portfolio Advisors within Citi’s Wealth CIO office in New York. You will help communicate CIO views, engage with clients, and contribute to internal meeting preparation.

This role requires 5-7 years of investment strategy experience, strong English communication, and the ability to collaborate across practices. Citi offers competitive benefits in a dynamic, HQ setting.

Qualifications

5-7 years of experience developing, implementing, and communicating investment strategies.
Ability to balance strategic thinking with process-oriented execution, with attention to detail and quality.
Strong knowledge of markets and multi-asset class portfolio construction.
Excellent written and verbal communication across audiences.
Understanding of the securities industry exams and regulatory requirements.

Responsibilities

Assist in driving and communicating CIO Team's strategy, views, and performance to field and clients.
Collaborate with CIO Strategy team to develop supporting content for investment views.
Coordinate with Investment Solutions teams to align CIO views with implementation and new products.
Train and mentor junior team members.
Prepare for client meetings and conduct follow-ups.
Ensure compliance with Citi policies and regulatory requirements.