Portfolio Counselor, VP

Job description

Role overview :

Understand client’s financial goal and objective and provide holistic advisory on multi- asset portfolio

Advise High Net Worth (HNW) Clients on multi-asset portfolio allocation setup and rebalancing

Explain the Citibank house view to clients on macro-economics and various investment asset classes

Help clients to optimize the return of their portfolio and aim to achieve higher risk adjusted return.

Meet HNW clients every quarter to closely monitor the portfolio performance and risk parameters

Focus on organic growth of portfolio investment return and new AUM growth

Ideal Profoile :

Articulate the portfolio analysis with high intellectual capabilities and impactful presentation in English and Chinese.

Good analytical skills with in-depth knowledge on financial markets.

Excellent interpersonal skills and ability to work with and co-ordinate between various stakeholders.

8-10 years of experience in relationship management, product specialist, investment research, insurance or financial communications.

Energetic, enthusiastic, flexible and capable of working under time constraints

University graduate in Finance, Business Administration or relevant disciplines