Citi HK GCB Investment Specialist Wealth Management in Hong Kong

  • Primary Location: Hong Kong SAR of PRC,Hong Kong,Hong Kong

  • Education: Bachelor's Degree

  • Job Function: Relationship Management

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 18032848


  • 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


  • 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