Wealth Management Professional
1 month ago
Citi, a leading global financial services institution, offers a unique opportunity for a skilled Wealth Management Professional to join our team in Hong Kong. With over 200 years of experience, we provide a broad range of financial services and products to our clients across the globe.
About CitiCiti is committed to helping its clients meet their biggest opportunities and face the world's toughest challenges. Our unparalleled global network enables us to connect millions of people across hundreds of cities and countries every day. As a Wealth Management Professional, you will have the opportunity to work with affluent to ultra-high net worth clients, providing them with tailored investment advice and solutions.
Job DescriptionThis role involves serving as the primary client contact and trusted investment advisor for high net worth clients. You will leverage existing client relationships, local networks, and investment experience to introduce new clients to Citi Private Bank. Additionally, you will build and manage a successful practice by deepening relationships, providing potential and existing clients with appropriate investment advice and solutions.
Key Responsibilities- Function as the primary client contact and trusted investment advisor for clients, including direct selling, determining suitability, identifying product specific opportunities, portfolio advice, and after sales execution.
- Leverage existing client relationships, local networks, and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
- Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
- Combine in-depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
To be successful in this role, you should possess a Bachelor's degree or higher, with 6-10 years of experience in providing investment advice and solutions. A Chartered Financial Analyst (CFA) certification is also preferred. In addition, you should have strong analytical skills, good communication skills, and a proven track record of success in wealth management.
Benefits and CompensationCiti offers a competitive salary package, including an estimated $150,000 - $250,000 per year, depending on experience. Other benefits include a comprehensive training program, opportunities for career advancement, and a dynamic work environment. Citi is an equal opportunity employer and welcomes applications from qualified candidates.
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