Citigroup

Investment Advisor

Citigroup

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Citigroup, we believe our Investment Advisors are the backbone of our success. We are looking for an experienced, passionate, and motivated individual to join our team. As an Investment Advisor, you will be responsible for providing comprehensive financial advice to our clients, helping them make sound decisions that align with their goals and objectives.To be successful in this role, you must have an in-depth understanding of the financial industry, along with excellent communication and interpersonal skills. You should also have advanced knowledge of investment strategies and the ability to analyze financial data and present your findings in an understandable manner. A bachelor’s degree in finance or a related field is required, as well as relevant certifications or licenses.If you have the qualifications and are looking to make a meaningful impact in the financial services industry, we’d love to hear from you.

Responsibilities of an Investment Advisor: • Provide comprehensive financial advice to clients. • Help clients make sound financial decisions based on their goals and objectives. • Possess an in-depth understanding of the financial industry. • Possess excellent communication and interpersonal skills. • Possess advanced knowledge of investment strategies. • Analyze financial data and present findings in an understandable manner. • Comply with all applicable regulations and guidelines. • Keep up to date with current market trends and news. • Develop and maintain relationships with clients and colleagues. • Prepare and deliver high-quality presentations and reports. • Monitor client portfolios and recommend adjustments as needed.

Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Bachelor's Degree In Finance

  • Knowledge Of Financial Products And Services

  • Economics Or A Related Field

  • Excellent Interpersonal And Communication Skills

  • Experience In Financial Analysis And Portfolio Management

  • Understanding Of The Principles Of Investment

  • Ability To Multi-Task And Work In A Fast-Paced Environment

  • Strong Problem Solving And Critical Thinking Skills

  • Knowledge Of Financial Regulations And Laws

Required Skills
  • Risk Management

  • Financial Planning

  • Networking

  • Negotiation

  • Financial Modeling

  • Portfolio Management

  • Regulatory compliance

  • Market analysis

  • Analytical

  • Client Relations

  • Asset allocation

  • Tax Planning

  • Investment Research

  • Trading Strategies

  • Investment Strategies

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • Critical thinking

  • collaboration

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Investment Advisor in New York, NY, USA is $72,000 to $164,000 per year. This range is based on experience, education, certifications, and other qualifications. The salary range may also be affected by the size of the firm, the complexity of the work, and the current market conditions.

Additional Information
Citigroup is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJune 10th, 2023
Apply BeforeJune 21st, 2025
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About Citigroup

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002.

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