Citibank

HK - GCB - Investment Specialist, Wealth Management

Citibank
Full Time
Intermediate (3-6 years)
Bachelor
English, Cantonese, Mandarin (Putonghua)

Job Description

HK - GCB - Investment Specialist, Wealth Management

Location: APAC-HKG-Hong Kong-Hong Kong

  • 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

Qualifications

  • University graduate in Finance or related discipline, preferably a CFA holder
  • Five years of relevant experience working as portfolio counselor, fund manager, financial advisor, etc
  • Strong communication and interpersonal skills
  • Strong analytical skill
  • Good knowledge of investment products
  • Knowledge of portfolio-optimizing software
  • Excellent command in English and Cantonese
  • Conversant in Mandarin is a plus

Professional Qualifications

  • CFA Level III / CFA Charterholder

Technical Skills

  • Financial Advising
  • Training
  • Valuation