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Senior Investment Associate & Private Client Advisor (Xico)

Hospitality Full Benefits Career Growth
Company

Link-Worldwide

Location

valle de chalco solidaridad, Mexico

Posted

June 12, 2026

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About This Opportunity

Job SummaryInvestment Associate Sr Analyst/Assistant Vice President – Remote (Hybrid), Mexico.
Full‐time position servicing Ultra‐High‐Net‐Worth clients in the United States and providing investment advice and solutions.ResponsibilitiesProvide investment advice to UHNWI clients in the United States.Support senior team members in delivering investment solutions to clients.Monitor markets and provide guidance incorporating the bank's Investment Committee views.Prepare investment policy statements for prospective clients.Analyze economic trends and advise on their effects on clients' portfolios.Recommend portfolio changes after evaluating 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 executing investment solutions and trades.Attend internal and external meetings to stay current on financial markets, products, and services offered by Citi...