At a Glance
- Tasks: Provide investment advice and support to high net worth clients across the UK and EMEA.
- Company: Join Citi Global Wealth, a leader in financial services with a collaborative culture.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity for career growth in a fast-paced financial environment.
- Why this job: Make a real impact by advising clients on their investments and financial futures.
- Qualifications: 2-5 years in investment advisory; strong communication skills and self-motivated.
The predicted salary is between 50000 - 70000 £ per year.
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Wealth at Work Investment Associate is a seasoned professional role based in London and involves aspects of the financial planning process. The candidate is expected to have in-depth disciplinary knowledge, be able to filter, prioritise and validate complex material from multiple sources, and have a basic understanding of financial planning concepts such as pensions, ISAs, investments and protection. Awareness of FCA regulations and compliance principles is key.
Responsibilities
- Provide a wide variety of service and investment advice to a High Net Worth & Ultra High Net Worth client base within the UK and wider EMEA region.
- Work closely with senior team members to deliver investment solutions.
- Support the senior members of the investment team in the delivery of investment solutions to clients.
- Prepare and deliver financial plans in partnership with the Banking Team to generate a sustained investment pipeline.
- Monitor markets and provide guidance to internal and external clients, incorporating views of the Citi Global Wealth Investment Committee.
- Prepare investment policy statements for prospective clients.
- Analyse economic trends and advise on their effects on investors’ portfolios.
- Recommend changes to investors’ holdings based on economic, financial and market factors.
- Develop relationships and generate ideas with bankers and clients to grow the asset base.
- Engage clients on investment themes and solutions, and assist in the execution of investment solutions and trades.
- Attend internal and external meetings to stay current on financial markets, products and services offered by Citi Global Wealth.
- Adhere to prospecting code of conduct: acquire new private client accounts only by referral or personal contact; prohibit seminars, mail campaigns, cold calling and other solicitation methods.
- Assess risk when making business decisions, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, clients and assets by driving compliance with applicable laws, rules and regulations.
- Source and input financial data for the production of financial plans, leading to investment opportunities.
Recommended Qualifications
- 2‑5 years of experience in investment advisory.
- Excellent written and verbal communication skills; ability to work independently and self‑motivated.
- Investment Advisory Diploma or CFA qualification preferred.
- Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Investment Associate in London employer: Citi
Citi Global Wealth is an exceptional employer, offering a dynamic work environment in the heart of London where investment professionals can thrive. With a strong commitment to employee development, Citi provides extensive training and growth opportunities, fostering a culture of collaboration and innovation. Employees benefit from working with a diverse client base, gaining invaluable experience while adhering to the highest standards of compliance and ethical practice.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Associate in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Citi, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Citi.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Citi.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Citi, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Associate in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Citi want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Citi.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Citi will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Citi. Numbers speak louder than words!
How to prepare for a job interview at Citi
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Citi want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withCiti.
