Citi Group Investment Specialist Consumer Banking 

China, Hong Kong 

570868289

Investment Specialist(C11/12/13) 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:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

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

Time Type:

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