Senior UHNW Investment Advisor

Citigroup Inc.; Hong Kong; Sur place; HKD 1 200 000 - 1 800 000; Plein temps

Résumé du poste

A leading financial institution in Hong Kong is seeking a Senior Investment Counselor to manage and grow investment relationships with ultra-high net worth clients. The ideal candidate will have over 10 years of experience in investment advice, proving significant expertise in managing client portfolios and advising on market opportunities. Responsibilities include direct client engagement, collaborating with teams to maximize investment strategies, and ensuring compliance with regulatory standards. Strong communication and analytical skills are essential for success in this role.

Qualifications

• 10+ years of experience in investment roles.
• Robust experience providing tailored investment solutions.
• Advanced degree preferred, with securities qualifications as a plus.

Responsabilités

• Manage investment relationships with ultra-high net worth clients.
• Provide personalized investment advice and recommendations.
• Collaborate with Bankers to develop new business opportunities.

Connaissances

Investment advice

Client relationship management

Analytical thinking

Communication skills

Cross-selling

Formation

Bachelor's degree

MBA or advanced degree

Description du poste

A leading financial institution in Hong Kong is seeking a Senior Investment Counselor to manage and grow investment relationships with ultra-high net worth clients. The ideal candidate will have over 10 years of experience in investment advice, proving significant expertise in managing client portfolios and advising on market opportunities. Responsibilities include direct client engagement, collaborating with teams to maximize investment strategies, and ensuring compliance with regulatory standards. Strong communication and analytical skills are essential for success in this role.