Talent.com
This job offer is not available in your country.
Investment Specialist, Consumer Banking

Investment Specialist, Consumer Banking

CitiHong Kong
30+ days ago
Job description

Investment Specialist, Consumer BankingWhether 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 fullymitted 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.

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 their banking needs across regions through our global network.

We're currently looking for a high caliber professional to join our team as 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.
  • Rmend 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
  • Strongmunication and interpersonal skills
  • Strong analytical skill
  • Good knowledge of investment products and portfolio-optimizing software
  • Excellentmand 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.

    Job Family Group : Consumer Sales

    Job Family : Telesales

    Time Type : Full time

    Citi is an equal opportunity and affirmative action employer.

    Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable amodation to use our search tools and / or apply for a career opportunity review Accessibility at Citi .

    View the " EEO is the Law " poster. View the EEO is the Law Supplement .

    View the EEO Policy Statement .

    View the Pay Transparency Posting

    Job ID 25819918

    Create a job alert for this search

    Investment Banking • Hong Kong

    Related jobs
    Merchant Partnership Specialist

    Merchant Partnership Specialist

    Konew FinTech Corporation LimitedCentral, Hong Kong Island, HK
    Quick Apply
    Conduct market research to identify and acquire quality merchant partners to achieve business sales targets.Manage merchant relationship including negotiation of partnership terms, promotion offers...Show moreLast updated: 30+ days ago
    Blockchain Tech Lead - DeFi

    Blockchain Tech Lead - DeFi

    moomooShenzhen, Guangdong Province, CN
    Quick Apply
    As the DeFi Technical Lead, you will drive the end-to-end design and development of multi-chain decentralized finance (DeFi) applications, including Real World Assets (RWA), lending protocols, DEXs...Show moreLast updated: 3 days ago
    Blockchain Engineer - Custodial Wallet

    Blockchain Engineer - Custodial Wallet

    moomooShenzhen, Guangdong Province, CN
    Quick Apply
    Develop and maintain core custodial wallet modules including account management, deposit, withdrawal, sweeping, signing, and transaction broadcasting. Integrate multiple blockchain protocols (BTC, E...Show moreLast updated: 3 days ago
    Testing Engineer (Wallet & Digital Assets)

    Testing Engineer (Wallet & Digital Assets)

    moomooShenzhen, Guangdong Province, CN
    Quick Apply
    Responsible for quality assurance of financial business systems, primarily covering Web3 wallets, coin deposits / withdrawals, custody, and other on-chain / off-chain digital asset businesses.This incl...Show moreLast updated: 3 days ago
    Active Digital Asset ETF Product Strategist & Investment Manager, RO 4,9

    Active Digital Asset ETF Product Strategist & Investment Manager, RO 4,9

    King Deux Search & ConsultingHong Kong, Hong Kong
    Quick Apply
    King Deux Search & Consulting is a specialised executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right oppo...Show moreLast updated: 30+ days ago
    KOL & Channel Development Specialist (North America)

    KOL & Channel Development Specialist (North America)

    moomooShenzhen, Guangdong Province, CN
    Quick Apply
    This position is pivotal in establishing and fostering relationships with industry experts, influencers, key opinion leaders (KOLs), and institutions within the investment and financial sectors.The...Show moreLast updated: 30+ days ago
    Assistant Manager, Portfolio Management - China

    Assistant Manager, Portfolio Management - China

    GoGlobalShenzhen, Guangdong Province, CN
    Quick Apply
    As the Assistant Manager / Manager / Senior Manager of Portfolio Management – China, you will play a pivotal role in building and overseeing client relationships, ensuring that our tailored solutio...Show moreLast updated: 20 days ago
    Trade Finance Professional

    Trade Finance Professional

    Euro Exim BankVictoria City, Victoria City, HK
    Quick Apply
    About the Role : Euro Exim Bank, an award-winning global financial institution is seeking freelance-based professionals who are truly Passionate About Sales. Your main task is to attract new clients ...Show moreLast updated: 30+ days ago
    Venture Associate

    Venture Associate

    First CircleHK
    Quick Apply
    South-East Asia, providing financial services to under-served SMEs.We have already transformed access to credit for thousands of small businesses in the Philippines, and we are now building a full-...Show moreLast updated: 30+ days ago
    Senior Blockchain Engineer - DeFi

    Senior Blockchain Engineer - DeFi

    moomooShenzhen, Guangdong Province, CN
    Quick Apply
    Lead the design and implementation of core DeFi protocol modules.Develop and maintain secure, efficient smart contracts in Solidity or Rust. Optimize contract gas costs and runtime performance acros...Show moreLast updated: 3 days ago
    Investment Director - Event-Driven Long / Short investment strategies

    Investment Director - Event-Driven Long / Short investment strategies

    Page ExecutiveHK
    Source and evaluate APAC merger arbitrage investment opportunities.Construct event-driven long / short portfolios with disciplined risk management. A global hedge fund employing long / short and event-d...Show moreLast updated: 30+ days ago
    Blockchain Tech Lead - Custodial Wallet

    Blockchain Tech Lead - Custodial Wallet

    moomooShenzhen, Guangdong Province, CN
    Quick Apply
    As the Technical Lead for our custody wallet team, you will own the design, development, and operation of the exchange’s core wallet infrastructure. You will lead efforts to build scalable and secur...Show moreLast updated: 3 days ago