Citi Group Investment Associate Hong Kong 

China, Hong Kong 

168522362

Citi Global Wealth (CGW)

We’re currently looking for a high caliber professional to join our team asInvestment Associatebased in Hong Kong.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.
• We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
• We empower our employees to manage their financial well-being and help them plan for the future.
• 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.
• We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.

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 execute 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.

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

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

• Bachelor's/University degree or equivalent experience
• 2-5 years relevant experience
• Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
• Strong financial background, ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
• US: S7, S66 (or S63/S65) NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)