Wealth
Craft tailored wealth strategies for clients with Citi.
Banking & Financial Services Free 350+ 5 Star Reviews
Get Career Ready
Why complete our Job Simulation
A risk-free way to experience work on the job with us at Citi. Practice your skills with example tasks and build your confidence to ace your applications.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.
How it works
Introduction from Citi
Hear Kristen Bitterly, Global Head of Citi Wealth at Work at Citi, introduce the program.Explore Our Job SimsTasks in this program
- You are a wealth analyst at Citi, a global leader in wealth services.
- Your role within the Wealth team involves working closely with clients to understand their financial goals, risk tolerance, and investment preferences.
- You have been assigned a new client, a successful entrepreneur who has recently experienced a significant liquidity event with the sale of their family business for $100M.
- As an ambitious wealth analyst eager to demonstrate your expertise and contribute to the client's financial success, you see this as an ideal opportunity to apply your analytical skills, market knowledge, and personalized service approach.
- Your primary task is to engage with the client through a comprehensive discovery process, gaining a deep understanding of their financial situation, goals, and investment preferences.
- Following the discovery, you will develop a customized mock portfolio proposal using Excel, which aligns with the client's risk tolerance and investment objectives, ensuring the proposed asset allocation and investment strategy are suited to their unique needs.
- Lastly, you need to effectively communicate the rationale behind your portfolio choices, demonstrating how your recommendations are designed to achieve the client's financial aspirations while addressing their concerns and preferences.