Citi Group Investment Specialist Consumer Banking 

China, Hong Kong 

944806860

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At, 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-the-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.

Citi Global Wealth (CGW)

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:

• 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

Take the next step in your career, apply for this role at Citi today

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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