Director, Investment Advisory

Citibank (Hong Kong) Limited; Hong Kong; Hybrid; HKD 1,800,000 - 3,000,000; Full time

Job summary

Citi in Hong Kong is seeking a Director, Investment Advisory - Hybrid to lead the Investments Advisory Support team and shape client solutions for high-net-worth clients. The role partners with Product, Specialist and Advisor teams to translate market themes into actionable opportunities, while guiding frontline advisory efforts and safeguarding the bank's reputation.

The ideal candidate has a Bachelor's (Master's preferred) and 10 years' experience, strong quantitative, written and presentation

Qualifications

• 10 years of experience in investment advisory or related field.
• Strong quantitative, written, and presentation skills.
• Experience in managing advisory teams and client engagements.

Responsibilities

• Lead Investments Advisory Support function and set strategic direction.
• Collaborate with Product, Specialist and Advisor teams to translate themes into opportunities.
• Engage with high-net-worth clients in portfolio reviews and investment discussions.
• Represent the bank at client seminars and external events.
• Develop and deliver client advisory materials and communications.
• Lead client engagement initiatives to grow assets.
• Mentor and develop the Investments Advisory Support team.
• Ensure governance, regulatory compliance and risk management.
• Assess risk and uphold the bank's reputation and assets.

Skills

Quantitative skills

Written communication

Presentation skills

Team collaboration

Education

Bachelor's degree

Master's degree preferred

Job description

Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism.

Shape your Career with Citi

Citi's wealth business offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. The Wealth business delivers solutions to help meet the wealth needs and aspirations of our affluent and HNW/UHNW clients around the world. Its clients receive customized banking services that crosses borders, including bespoke service as well as access to the best ideas and solutions tailored to their unique needs and aspirations. The business offers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking.

We're currently looking for a high caliber professional to join our team as Director, Investment Advisory - Hybrid (Internal Job Title: Director, Investment Advisory - C15) based in Hong Kong. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

• We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
• We empower our employees to manage their financial well-being and help them plan for the future.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

In this role, you're expected to:

• Lead the Investments Advisory Support function, setting the strategic direction and priorities to support the investment business growth
• Partner closely with Product, Specialist and Advisor teams to translate investment themes, market developments and product solutions into actionable opportunities for frontline teams and clients.
• Partner with Specialists and Advisors in high-net-worth client engagements, portfolio reviews and investment discussions, providing advisory expertise and investment solutioning to support complex client needs
• Serve as spokesperson for the bank, engaging with media, clients and industry forums. Represent the Investment business in client seminars and external events, reinforcing the bank's advisory capabilities and strengthening its position as a trusted wealth management partner.
• Drive the delivery of client-centric advisory materials, presentations and communication frameworks that enable effective client conversations across digital and face-to-face channels.
• Lead the development and execution of client engagement initiatives and advisory campaigns to enhance client acquisition, retention and portfolio growth.
• Lead, develop and mentor the Investments Advisory Support team, fostering a high-performance culture focused on advisory excellence, client outcomes, collaboration and continuous improvement.
• Ensure appropriate governance, supervisory oversight and adherence to regulatory requirements across all advisory support activities, client communications and engagement initiatives, while effectively managing risk and protecting the firm's reputation, clients and assets.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

As a successful candidate, you'd ideally have the following skills and exposure:

• Bachelor's/University degree, Master's degree preferred
• 10 years of experience
• Strong quantitative skills, written and presentation skills
• Ability to work in both a team and individual creative setting
• HKMA Type 1, 4

https://jobs.citi.com/dei

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme's principles. For further details, please refer to the public website of HKAB.

Job Family Group

Private Client Product Services

Job Family

Investment Strategy

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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