At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them meet their biggest opportunities and face the world's toughest challenges.
Shape your Career with Citi
Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
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're expected to:
- Give advice on portfolio issues and meet clients on a regular basis.
- 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 working 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 is far more than just a job. A career with us 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 today
https://jobs.citi.com/dei
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