Investment Specialist

Citi; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Paid Parental Leave

Generous paid time off packages

Job summary

Citi is seeking an Investment Specialist to manage client portfolios and provide financial advice. This role requires strong analytical skills and experience in investments, with a focus on optimizing portfolios. You will work closely with clients to recommend tailored investment strategies and monitor performance.

The ideal candidate will hold a degree in Finance and have at least five years of relevant experience. Fluency in English, Cantonese, and Mandarin is essential.

Citi offers a diverse and inclusive work environment that encourages growth.

Qualifications

• Five years of relevant experience as relationship manager or financial advisor.
• Strong communication and analytical skills.
• Good knowledge of investment products.

Responsibilities

• Give advice on portfolio issues and meet clients regularly.
• Recommend tailor-made investment portfolios for clients.
• Monitor and oversee portfolio quality.

Skills

Communication

Interpersonal skills

Analytical skills

Investment product knowledge

Cantonese

Mandarin

Education

University graduate in Finance or related discipline

CFA holder

Tools

Portfolio-optimizing software

Job description

Investment Specialist

Job Req Id: 26932811

Location(s): Kowloon, Kowloon City, Hong Kong SAR

Job Type: On-Site/Resident

Posted: Jan. 20, 2026

Job Overview

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‑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 Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra‑high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet our banking needs across regions through our global network.

We’re currently looking for a high caliber professional to join our team as Investment Specialist 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.

In this role, you’re expected to:

• Give advice on portfolio issues and meet clients on a regular basis.
• Recommend tailor‑made, individually‑optimized, investment portfolio for clients.
• Monitor and oversee portfolio quality.
• Monitor portfolio performance of the business as a whole.
• Provide training to internal staff on portfolio‑related matters.
• Give regular presentation to clients.

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

• University graduate in Finance or related discipline, preferably a CFA holder.
• Five years of relevant experience working as relationship manager, portfolio counselor, fund manager, financial advisor, etc.
• Strong communication and interpersonal skills.
• Strong analytical skill.
• Good knowledge of investment products and portfolio‑optimizing software.
• Excellent command in English, Cantonese and Mandarin.

This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference‑checking arrangement that is designed to support the integrity of authorised 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.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.