Wealth

Craft tailored wealth strategies for clients with Citi.

Complete work that simulates life on the job. 4-5 hours and self-paced.
Stand out in your application to Citi. Show us you're a motivated candidate.

Why complete this 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.

Self-paced

4-5 hours

No grades

No assessments

Intermediate

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

Complete tasks guided by pre-recorded videos and example answers from our team at Citi. No live sessions, all self-paced.
Earn a certificate and add it to your resume and LinkedIn as an extracurricular activity.
Stand out in applications. Confidently answer interview questions and explain why you’re a good fit for our team.

Skills you will learn and practice:

Asset Allocation

Citi Fundamentals

Client-Centered Advisory

Communication

Critical Thinking

Financial Literacy

Investment Analysis

Presentation Skills

Risk Management

Strategic Inquiry

Strategic Thinking

Introduction from Citi

Hear Kristen Bitterly, Global Head of Citi Wealth at Work at Citi, introduce the simulation.

Tasks

Intro & Scenario

Background context and your project team

Your role

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 goal

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.

Intro & Scenario

Background context and your project team

Your role

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 goal

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.

Reviews

4.7

I liked how realistic the simulation felt and how it combined financial analysis with client communication. It helped me better understand portfolio construction, diversification, risk management, and how wealth advisors communicate investment strategies to clients in a professional and understandable way.

Student, CUNY LaGuardia Community College

I liked how the simulation was structured to reflect a real wealth management workflow, from client discovery to portfolio construction and final presentation. It helped me understand how client needs, especially risk tolerance and goals, directly influence investment decisions. The step-by-step progression made complex wealth concepts easier to apply in a practical context.

Student

I appreciated how the simulation mirrored real client-facing wealth management work. It required structured thinking, balancing risk tolerance, liquidity, tax considerations, and long-term objectives—just as a wealth analyst would in practice. The tasks strengthened my ability to ask strategic, client-centered questions and translate financial information into actionable insights.

Student

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