Director, Investment Advisory (Hybrid) — Lead Wealth Solutions

Citibank (Hong Kong) Limited

Hong Kong

Hybrid

HKD 1,800,000 - 3,000,000

Full time

2 days ago

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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.