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Financial Advisor, Citi Wealth Advisor

Lead (more than 10 years)


Technical Skills

  • Alternative Investments
  • Corporate Communications
  • Fixed Income
  • Mutual Funds
  • Sales

Job Description

Financial Advisor, Citi Wealth Advisor

Location: APAC-HKG-Hong Kong-Hong Kong

Citi Wealth Advisors is a brokerage business under Global Consumer Bank which provides high net worth (US$1 million or above) clients with professional advice, customized services and access to a wide range of investment products such as global equities, mutual funds, fixed income, futures and alternative investments.

Job Description:

  • Analyze clients’ risk profile and financial condition, render advice and make recommendations to help achieving clients’ financial goals
  • Review and respond to clients’ changing needs and financial circumstances
  • Develop relationships with clients and acquire new clients through existing networks and internal business referrals
  • Stay on top of market news, financial products development and industry trends
  • Adhere to the professional and ethical standards set forth by Citi, FINRA, SFC and other regulatory bodies


  • Minimum 10 years of working experience in the brokerage/related industry
  • University Degree preferred
  • Comprehensive industry and investment knowledge
  • Proactive and result oriented with strong selling skills
  • Excellent communications and interpersonal skills
  • Good command of English, Cantonese and Mandarin
  • HKSI LE Paper 1, 7 and 8 or equivalent
  • FINRA (Series 7) registered is preferred
  • Candidates with less experience will be considered for Assistant Vice President or Manager
Employment TypeFull-time
Career LevelLead (more than 10 years)
Education LevelBachelor
QualificationHKSI - Any Paper
LanguageEnglish, Cantonese, Mandarin (Putonghua)
CitibankFinancial Services, Retail and Commercial Banking

50/F, Champion Tower 3 Garden Road Central, Hong Kong

directions_walk12 mins walk from Admiralty Station