Licensed Investment Services Associate

Are you passionate about helping clients achieve their financial goals? Do you have a strong understanding of investment products and services? If so, we have an exciting opportunity for you to join our team as a Licensed Investment Services Associate at Citi. As a member of our team, you will have the opportunity to work with a diverse group of clients and utilize your knowledge of financial markets to provide personalized investment solutions. We are seeking individuals who are dedicated, driven, and possess excellent communication skills to join our dynamic team. If you are ready to take your career to the next level and make a positive impact on clients’ financial futures, then we want to hear from you!

1. Provide personalized investment solutions to clients based on their financial goals and risk tolerance.
2. Develop a strong understanding of investment products and services offered by Citi and stay updated on industry trends.
3. Build and maintain relationships with a diverse group of clients, understanding their financial needs and providing them with appropriate investment recommendations.
4. Communicate effectively with clients, explaining complex investment concepts in a clear and understandable manner.
5. Conduct thorough research and analysis to support investment recommendations.
6. Comply with all regulatory and compliance requirements.
7. Collaborate with other team members to ensure a seamless and efficient client experience.
8. Stay updated on market conditions and proactively identify opportunities for clients.
9. Continuously strive to enhance client satisfaction by providing exceptional service.
10. Participate in ongoing training and development to enhance knowledge and skills.
11. Maintain accurate and up-to-date client records and documentation.
12. Work towards achieving individual and team targets.
13. Demonstrate dedication, drive, and professionalism in all interactions with clients and colleagues.
14. Uphold the values and standards of Citi in all aspects of the role.

According to JobzMall, the average salary range for a Licensed Investment Services Associate in New York, NY, USA is $49,000 - $93,000 per year. This range may vary depending on the specific company, experience level, and additional qualifications of the individual.

Citigroup, Inc. is a global financial services holding company specializes in banking and financial solutions. It offers a range of products and services among individuals, corporations, governments and institutions such as savings, checking, online banking, individual retirements accounts, credit cards; personal, student, and commercial real estate loans, cash management services, home equity, and bill consolidation, as well as online banking services, cash management, transactions, trade, securities, and fund services.