Investment Specialist, Consumer Banking

Citi Kowloon City District, Hong Kong SAR Overview Join to apply for the Investment Specialist, Consumer Banking role at Citi . Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism. Shape your Career with Citi Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network. We’re currently looking for a high caliber professional to join our team as Investment Specialist (C11/12/13) based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decisions and manage your financial well-being to help plan for your future. For instance: We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world. We empower our employees to manage their financial well-being and help them plan for the future. We have a variety of programs that help employees balance their work and life, including generous paid time off packages. Responsibilities Give advice on portfolio issues and meet clients on a regular basis. Recommend tailor-made, individually-optimized, investment portfolios 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 presentations to clients. Qualifications University graduate in Finance or related discipline, preferably a CFA holder. Five years of relevant experience working as relationship manager, portfolio counselor, fund manager, financial advisor, etc. Strong communication and interpersonal skills. Strong analytical skill. Good knowledge of investment products and portfolio-optimizing software. Excellent command in English, Cantonese and Mandarin. How to Apply Take the next step in your career, apply for this role at Citi today. The application URL is: This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Job Details Seniority level: Not Applicable Employment type: Full-time Job function: Finance and Sales Industries: Banking, Financial Services, and Investment Banking Note Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to 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. #J-18808-Ljbffr