Citi is seeking a seasoned Investment Associate based in London to provide comprehensive financial planning services to High Net Worth and Ultra High Net Worth clients. This role requires individual initiative in delivering investment advice and solutions, contributing to the growth of client relationships and assets.
The ideal candidate will have 2-5 years of experience in investment advisory and possess excellent communication skills. A diploma in investment advisory or a CFA qualification is preferred, alongside a deep understanding of financial planning concepts.
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