Investment Specialist

2 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time
The Investment Sales Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.

Responsibilities:
  • Alternative Investments (Private Equity, Real Estate and Hedge Funds)
  • Educate Bankers and Investment Counselors and other members of the sales team to increase knowledge and proficiency in product area. Act as internal product expert and develop marketing programs to drive sales. Help develop and manage pipeline for new business opportunities. Support after sales servicing. Responsible, together with Banker teams, for reaching revenue and AUM targets in the Managed Investment portion of our business.
  • Understand and discuss current and historical market conditions across the globe. Communicate complex technical details in a manner that is easily understood and consistent with the level of sophistication of the client or sales team member Influence a wide range of CPB personnel by applying expertise in product specialty. Help Private Bankers and Investment Counselors to evaluate client profiles in terms of return expectation, risk appetite, time horizon, liquidity needs, etc. and recommend particular Investment products that satisfy the client needs. Present in internal meetings and conference calls on Investment product features and benefits and launch new product offerings.
  • Attend client meetings with Bankers and participate in presentations and sales pitches as needed.
  • Act as liaison with Global Investment Research/Due Diligence teams and Private Bankers. Identify product gaps or opportunities and recommend potential alternate products to Research team.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
  • 10+ years of experience
  • Minimum 10 years of experience working with Investment products
  • Prior experience in financial services (i.e. buyside, sales and trading, investment banking or private banking) is a must
  • Background in discretionary investment offering preferred
  • Prior experience in advising or researching alternative investment strategies, i.e. private equity, real estate (PERE), hedge funds, private credit and evergreen strategies strongly preferred.
  • Sales and relationship management skills including a track record of building successful relationships with external clients and internal partners.
  • Experience in delivering high quality service to complex individual or corporate clients
  • Self-starter with creative problem-solving skills.
  • Strong communicator; Chinese language (Mandarin) fluency will be a plus

Education:
  • Bachelor's/University degree, Master's degree preferred
  • Professional credential such as CAIA or CFA will be a plus

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Job Family Group:
Private Client Product Services
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Job Family:
Investment Managed Sales
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Time Type:
Full time
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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

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