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Senior Investment Specialist, Wealth Management

Full-time
Senior (6-10 years)

Posted 

Technical Skills

  • Financial Advising
  • Fund Management
  • Training
  • Valuation

Job Description

Senior 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
  • Eight 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
Employment TypeFull-time
Career LevelSenior (6-10 years)
Education LevelBachelor
LanguageEnglish
CitibankFinancial Services, Retail and Commercial Banking

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

directions_walk12 mins walk from Admiralty Station