Vice President, Wealth Portfolio Growth Manager

Citi; New York (NY); Hybrid; USD 127,000 - 178,000; Full time

Job summary

Citi in Hong Kong is seeking a Vice President, Wealth Portfolio Growth Manager to lead portfolio strategy and client engagement across the full spectrum of wealth clients, from affluent individuals to ultra-high net worth clients and family offices.

You will guide a team, shape strategy, and deliver measurable outcomes that matter to clients and to the business, spanning retail and private banking with global reach.

Qualifications

• 6 to 10 years of banking experience with a focus on digital channels and cash management.
• Ability to formulate and execute portfolio management strategy across multiple client segments.
• Proven track record of leading teams to deliver client growth and engagement initiatives on time.
• Budget management with a focus on commercial outcomes and positive P&L contribution.
• Competence in business analysis and data interpretation to inform client strategy.
• Self-directed work style with strong prioritization in a fast-paced environment.
• Bachelor's degree or equivalent from an accredited university.

Responsibilities

• Lead the development and execution of portfolio management strategy across all retail banking client segments.
• Direct a team of junior staff in delivering client relationship growth programs and early engagement initiatives.
• Oversee cross-selling programs for investment and insurance products with measurable outcomes.
• Manage portfolio movement by identifying upselling opportunities to bring new funds into the bank.
• Design and deliver loyalty programs and client engagement events for high-net-worth clients.
• Develop engagement strategy for international private banking clients and deepen outreach.
• Contribute to growth of high-net-worth client base and migrations between retail and private banking.
• Manage the marketing budget with accountability for P&L performance.

Skills

Banking experience

Portfolio strategy

Client growth

Budget management

Data analysis

Self-directed work

Education

Bachelor's degree

Finance/economics degree

Job description

Vice President, Wealth Portfolio Growth Manager

Location(s):

Kowloon, Kowloon City, Hong Kong SAR

Job Type:

Hybrid

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

Citi is looking for a Vice President, Wealth Portfolio Growth Manager to lead portfolio strategy and client engagement across the full spectrum of wealth clients — from affluent individuals to ultra-high net worth clients and family offices. Sitting within Citi's Wealth business, which spans Citigold, Citi Private Bank, and Wealth at Work, this role has direct influence over assets under management growth, client revenue, and the overall health and productivity of the retail banking portfolio. You will guide a team, shape strategy, and deliver measurable outcomes that matter to clients and to the business.

Responsibilities

• Lead the development and execution of portfolio management strategy across all retail banking client segments, with a focus on growing assets under management, client revenue, and wealth engagement.

• Direct a team of junior staff in delivering client relationship growth programs and early engagement initiatives that strengthen retention and deepen client commitment.

• Oversee cross-selling programs for investment and insurance products, ensuring initiatives are well-targeted, effectively executed, and deliver measurable commercial outcomes.

• Manage portfolio movement by identifying upselling opportunities to bring new funds into the bank while maintaining a healthy and well-qualified client base.

• Design and deliver loyalty programs and client engagement events that build lasting relationships and reinforce value for high-net-worth and private banking clients.

• Develop and refine the engagement and contact strategy for international private banking clients, identifying opportunities to deepen outreach and strengthen relationships.

• Contribute to the strategy for growing the high-net-worth client base and facilitating client migration between retail and private banking.

• Manage the allocated marketing budget with accountability for P&L performance, ensuring spend is optimized to deliver measurable business returns.

Required qualifications & skills

• 6 to 10 years of experience in banking with a focus on digital or electronic banking channels and a solid grounding in corporate banking and cash management practices.

• Demonstrated ability to formulate and execute portfolio management strategy across multiple client segments in a retail or private banking environment.

• Track record of leading teams to deliver client growth and engagement initiatives on time and to a high standard.

• Ability to manage budgets with a clear focus on commercial outcomes and positive P&L contribution.

• Competence in business analysis and data interpretation, with the ability to use insight to inform client strategy and portfolio decisions.

• Self-directed work style with the ability to prioritize effectively, take initiative, and maintain high-quality output in a fast-paced environment.

• Bachelor's degree or equivalent from an accredited university.

Beneficial skills & qualifications

• Bachelor’s degree in a relevant discipline such as finance, business, or economics.

• Experience working with high-net-worth or ultra-high-net-worth client segments in a wealth management or private banking context.

• Familiarity with client migration strategies between retail and private banking, including segment qualification and portfolio segmentation approaches.

What we offer

At Citi, you will have the opportunity to shape wealth strategy at genuine scale, working across a globally connected platform that serves some of the world's most sophisticated clients. This is a senior leadership role where your decisions influence portfolio outcomes, team performance, and long-term client value — supported by a collaborative, performance-driven environment that invests in your professional growth.

• Strategic ownership of a high-impact portfolio growth agenda, with the visibility and authority to shape outcomes at a senior level.

• Access to learning and development opportunities that support your continued growth as a leader in wealth management.

• The chance to work across Citi's Wealth business — spanning Citigold, Citi Private Bank, and Wealth at Work — with exposure to a wide range of client segments and product capabilities.

• Wellbeing and financial benefits designed to support you in and outside of work, alongside a competitive remuneration package aligned to your level of seniority and contribution.

• A global platform and the backing of one of the world's leading financial institutions, giving your work reach, resource, and relevance.

Job Family Group:

Product Management and Development

Job Family:

Market Segments and Services

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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