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HK - GCB - Portfolio Counselor, Wealth Management

Lead (more than 10 years)


Technical Skills

  • Economics
  • Portfolio Analysis
  • Portfolio Management
  • Relationship Management
  • Valuation

Job Description

HK - GCB - Portfolio Counselor, Wealth Management

Location: APAC-HKG-Hong Kong-Hong Kong

  • Work closely with relationship manager to understand client’s financial goal and objective and provide holistic advisory on multi- asset portfolio
  • Explain the Citibank house view to clients on macro-economics and various investment asset classes
  • Advise High Net-worth (HNW) Clients on multi-asset portfolio allocation setup and rebalancing
  • Help clients to optimize the return of their portfolio and aim to achieve higher risk adjusted return
  • Focus on organic growth of portfolio investment return, building incremental AUM growth for the bank
  • Work as a team to improve client experience and execute initiatives in portfolio advisory
  • Closely monitor the portfolio performance and risk parameters


  • 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, having ownership in delivering KPI and executing new portfolio initiatives
  • At least 10 years of experience in portfolio management and advisory
  • Energetic, enthusiastic, flexible and capable of working under constraints
  • University graduate in Finance, Business Administration or relevant disciplines
Employment TypeFull-time
Career LevelLead (more than 10 years)
Education LevelBachelor
LanguageEnglish, Cantonese
CitibankFinancial Services, Retail and Commercial Banking

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

directions_walk12 mins walk from Admiralty Station