MD Senior Portfolio Advisor, Asia
2 days ago
Job Overview Citi’s Wealth business offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. The Wealth business helps clients achieve their wealth goals and aspirations worldwide. Role The Senior Portfolio Advisor, Asia reports to the Head of Portfolio Advisory and will be responsible for client engagement and representing the CIO’s views. Responsibilities Drive and deliver centralized messaging around CIO team’s strategy, vision, and performance to field and clients. Collaborate with field leadership on business development opportunities and strategic planning on business targets. Be a strategic partner to the broader CIO Team (research, portfolio management, the Lab, product) on messaging, advisor needs, and product development opportunities. Participate in the investment process alongside the CIO Strategy team in forming views and underwriting investment recommendations for whole portfolios. Partner with investment solutions teams to align priority recommendations to views and new product development. Identify and initiate cross‑business opportunities with the various coverage teams and investment solutions. Ensure 100% compliance with all Citi policies and regulatory requirements. Requirements 15+ years of experience, preferably in developing and implementing investment strategies across Asia. Ability to balance strategic thinking with process‑oriented execution, with a high attention to detail and quality. Deep knowledge of markets and multi‑asset class portfolio construction. Excellent written and verbal communication skills in English and Chinese are required for this role. Bachelor’s Degree required / Master’s Degree preferred. Job Family Group: Private Client Product Services Job Family: Investment Strategy Time Type: Full time Most Relevant Skills For complementary skills, please see above. EEO Policy Statement Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. #J-18808-Ljbffr
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MD Senior Portfolio Advisor, Asia
2 days ago
Hong Kong Island, Hong Kong SAR China Citigroup Inc. Full timeRole The Senior Portfolio Advisor, Asia will report to the Head of Portfolio Advisory. The ideal candidate will possess an entrepreneurial spirit, a collaborative mindset, and a high degree of adaptability, thriving in the dynamic environment of a high-growth organization. They will be responsible for field and client engagement, acting as a key ambassador...
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MD Senior Portfolio Advisor, Asia
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