Director, Senior Portfolio Advisor, Asia

Citibank (Hong Kong) Limited; Hong Kong; Hybrid; HKD 1,200,000 - 2,100,000; Full time

Job summary

Citi in Hong Kong seeks a Director, Senior Portfolio Advisor for Asia to lead messaging of the CIO Team, work with regional field leadership on business targets, and align portfolio views with product development. This senior role requires extensive investment experience and a collaborative mindset.

Based in Hong Kong, the position offers a hybrid work arrangement and exposure to global markets, with responsibility for client engagement, investment process oversight, and ensuring regulatory

Qualifications

• Bachelor's Degree required / Master's Degree preferred.
• HKMA license required.
• 12+ years of experience developing and implementing investment strategies across Asia.
• Deep knowledge of markets and multi-asset class portfolio construction.
• Knowledge of the industry and competitors' products/services to contribute to business objectives.
• Collaborative and able to partner across practices with strong stakeholder management.
• Excellent written and verbal communication in English and Mandarin; Cantonese beneficial.
• Strong communication across audiences and mediums.
• High attention to detail in internal and external work.

Responsibilities

• Drive centralized messaging around CIO Team's strategy, views, and performance with the field and clients.
• Collaborate with field leadership on business development opportunities and strategic planning on targets.
• Partner with the CIO Team on messaging, advisor needs, and product development opportunities.
• Participate in the investment process alongside the CIO Strategy team for views and investment recommendations.
• Partner with investment solutions teams to align views to product recommendations and priorities.
• Identify and initiate cross-business opportunities with coverage teams and investment solutions.
• Ensure 100% compliance with Citi policies and regulatory requirements.

Skills

Executive stakeholder management

Investment strategy

Portfolio construction

Asia market knowledge

English & Mandarin

Cross-functional collaboration

Communication

Education

Bachelor's Degree

Master's Degree

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, Senior Portfolio Advisor, Asia - Hybrid (Internal Job Title: Director, Senior Portfolio Advisor, Asia - 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.
  

The CIO team is comprised of approximately 100 employees, located across the world, and responsible for developing and communicating the macro and market views for Citi Wealth as well as asset allocation and investment recommendations, risk management, and portfolio construction for Citi Wealth clients.

The ideal candidate will possess an entrepreneurial spirit, a collaborative mindset, and a high degree of adaptability, thriving in the dynamic environment of a high-growth organization. They will be responsible for field and client engagement, acting as a key ambassador for the CIO's views. As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investments recommendations and client engagement functions. This role requires a passion for innovation and a commitment to delivering exceptional results in a fast-paced setting.

In this role, you're expected to:

• 
  Drive and deliver centralized messaging around CIO Team's strategy, views, and performance with the field and clients.
  
• 
  Collaborate with field leadership on business development opportunities and strategic planning on business targets.
  
• 
  Be a partner to broader CIO Team (research, portfolio construction and analytics the Lab) on messaging, advisor and client needs, and product development opportunities
  
• 
  Participate in the investment process alongside the CIO Strategy team in forming views and underwriting investment recommendations for whole portfolios as well as thematic and tactical opportunities.
  
• 
  Partner with investment solutions teams to align views to product recommendations and and priorities
  
• 
  Identify and initiate cross-business opportunities with the various coverage teams and investment solutions.
  
• 
  Ensure 100% compliance on all Citi policies and regulatory requirements.
  

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

• 
  Bachelor's Degree required / Master's Degree preferred
  
• 
  HKMA relevant license required
  
• 
  12+ years of experience, preferably in developing and implementing Investment strategies across Asia
  
• 
  Deep knowledge of markets and multi-asset class portfolio construction
  
• 
  In-depth knowledge of the industry and direct competitors' products/services in order to contribute to the commercial objectives of the business.
  
• 
  Collaborative and excited to partner across practices and businesses coupled with strong stakeholder mananagement skills
  
• 
  Excellent written and verbal communication skills in English and Mandarin Chinese are required for this role. Cantonese Chinese is also beneficial
  
• 
  Communication experience across a variety of audiences and mediums
  
• 
  High attention to detail and quality on both internal teamwork and external partners
  

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.
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Job Family Group:
Private Client Product Services
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Job Family:
Investment Strategy
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Time Type:
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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