At Citi, we connect millions of people across hundreds of cities and countries every day, providing a broad range of financial services and products to our clients - whether they be consumers, corporations, governments, or institutions.
Shape your Career with Citi
Citi Global Wealth (CGW) serves the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help clients maintain liquidity while maximizing yields, transact in foreign currency, and manage fluctuating expenses or cash flow.
Citigold clients enjoy a dedicated team, complimentary financial planning, world-class investing capabilities, preferred pricing on select products, and exclusive travel and lifestyle benefits. Citigold Private Client, the highest tier of banking at Citibank, is for clients with more than $1 million and offers an elevated financial relationship with a higher level of service and wealth management.
We're currently looking for a high-caliber professional to join our team as Investment Specialist (C11/12/13) based in Hong Kong. In this role, you'll receive the resources to meet your unique needs and manage your financial well-being.
In this role, you're expected to:
- Give advice on portfolio issues and meet clients regularly.
- Recommend tailor-made, individually-optimized investment portfolios for clients.
- Monitor and oversee portfolio quality.
- Monitor portfolio performance of the business as a whole.
- Provide training to internal staff on portfolio-related matters.
- Give regular presentations to clients.
As a successful candidate, you'd ideally have the following skills and exposure:- University graduate in Finance or related discipline, preferably a CFA holder.
- Five years of relevant experience as a relationship manager, portfolio counselor, fund manager, financial advisor, etc.
- Strong communication and interpersonal skills.
- Strong analytical skills.
- Good knowledge of investment products and portfolio-optimizing software.
- Excellent command of English, Cantonese, and Mandarin.
Working at Citi means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact.
Take the next step in your career, apply for this role at Citi todayhttps://jobs.citi.com/dei Job Family Group: Consumer Sales
Job Family: Telesales
Time Type: Full time
Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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