Citi · 2 weeks ago
Citi Private Bank - Investment Associate
Houston, TX
Full-time
Onsite
Mid, Senior Level
$121K/yr - $181K/yr
5+ years expCiti is a leading global bank and they are seeking an Investment Associate to provide a wide variety of service and investment advice to an Ultra High Net Worth client base. The role involves supporting senior team members in delivering investment solutions, analyzing economic trends, and developing client relationships to grow the asset base.
BankingFinanceFinancial Services
Responsibilities
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 within the United States. 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
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
Qualification
Required
5-8 years of experience
Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation
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)
Bachelor's/University degree or equivalent experience
Benefits
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-15
2026-01-11
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