Investment Specialist – Wealth Advisory (HK)

Citibank (Hong Kong) Limited; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

Citi is seeking a high-caliber Investment Specialist in Hong Kong. You will give advice on portfolio issues, tailor investment portfolios for clients, monitor performance, and present insights to clients while expanding Citi's client base across the region.

The ideal candidate has a finance degree, five years of related experience in relationship management or fund management, excellent communication skills, and fluency in English, Cantonese and Mandarin.

Qualifications

• University graduate in Finance or related discipline.
• Five years of relevant experience in relationship management or fund management roles.
• Fluent in English, Cantonese and Mandarin.

Responsibilities

• Advise on portfolio issues and meet clients regularly.
• Recommend tailor-made investment portfolios.
• Monitor and oversee portfolio quality and performance.
• Provide training to internal staff on portfolio matters.
• Present to clients regularly.

Skills

Portfolio management

Client relationship management

Analytical skills

Communication skills

Multilingual (English, Cantonese, Mand

Education

Bachelor's degree in Finance or related discipline

CFA holder (preferred)

Tools

Portfolio-optimizing software

Job description

Citi is seeking a high-caliber Investment Specialist in Hong Kong. You will give advice on portfolio issues, tailor investment portfolios for clients, monitor performance, and present insights to clients while expanding Citi's client base across the region.

The ideal candidate has a finance degree, five years of related experience in relationship management or fund management, excellent communication skills, and fluency in English, Cantonese and Mandarin.