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Craft tailored wealth strategies for clients with Citi.
Welcome to the Citi Wealth Job Simulation! We are thrilled to have you here.
Citi, a leading global bank, strives to create the best outcomes for our clients and customers with simple, creative, and responsible financial solutions. Our Wealth division focuses on delivering comprehensive financial strategies and advice to help our clients achieve their financial goals and sustain their wealth over time.
During this program, you will get the opportunity to step into the shoes of a Citi team member and complete tasks that replicate the work that our Wealth team does every day. You’ll learn key skills in asset allocation strategy development, investment selection, risk management, and client communication.
We hope this program provides a great resource for you to upskill and strengthen your resume as you explore career options and a potential career at Citi.
This program is self-paced. It takes approximately 4-5 hours to complete.
Skills Learned:
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Intro & Scenario
Background context and your project team -
Wealth at Citi
Unlock your potential in wealth by mastering the fundamentals of Citi’s client-centric approach, risk assessment strategies, and the art of portfolio diversification- Critical Thinking
- Financial Literacy
- Citi Fundamentals
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Client discovery
Uncover a client’s investment landscape through expert questioning- Critical Thinking
- Strategic Questioning
- Communication
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Portfolio proposal
Navigate asset allocation, select diversified investments, and articulate a portfolio that aligns with risk tolerance and financial goals, embodying tax efficiency and strategic growth- Strategic Asset Allocation
- Investment Selection
- Risk Management
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Rationale and client communication
Engage and enlighten your client by communicating complex investment choices with clarity and confidence, fostering trust and partnership- Presentation Skills
- Strategic Thinking
- Client-Centered Advice
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Finish Line
