UHNW Private Bank Investment Advisor

Citi; Hong Kong; On-site; HKD 1,000,000 - 1,800,000; Full time

Job summary

Citi Private Bank in Hong Kong seeks an Investment Counselor to establish, grow, and manage investment relationships with ultra-high-net-worth clients. You will provide advisory services, guide investment ideas, and coordinate with the Banker team to execute trades and opportunities across currencies and asset classes.

The role requires the ability to cultivate trusted relationships, a proven track record in investment guidance, and a strong client-first mindset.

Qualifications

• Bachelor's/University degree, Master's degree preferred.
• 10+ years of experience.
• Robust experience in providing investment advice and solutions.
• HKMA License required.

Responsibilities

• Function as the primary client contact and trusted investment advisor for ultra-high-net-worth clients.
• Identify product opportunities and provide portfolio advice and after-sales execution.
• Leverage client relationships to bring in new investment relationships.
• Build and manage a practice deepening relationships with suitable investment advice and solutions.
• Collaborate with Bankers to prospect for new investment business and ensure risk controls.

Skills

Investment advisory

Client relationships

Financial analysis

HKMA license

Education

Bachelor's degree

MBA

HKMA License

Tools

CRM software

Job description

Citi Private Bank in Hong Kong seeks an Investment Counselor to establish, grow, and manage investment relationships with ultra-high-net-worth clients. You will provide advisory services, guide investment ideas, and coordinate with the Banker team to execute trades and opportunities across currencies and asset classes.

The role requires the ability to cultivate trusted relationships, a proven track record in investment guidance, and a strong client-first mindset.