Strategic Wealth Advisor

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

About Citi: At Citi, we connect millions of people across hundreds of cities and countries every day through our unparalleled global network. We provide a broad range of financial services and products to our clients, including consumers, corporations, governments, and institutions. Our goal is to help them meet their biggest opportunities and face the world's toughest challenges.

Citi Global Wealth (CGW) Overview: 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. Our strategies aim to 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.

Citi Private Bank (CPB) Mission: CPB is dedicated to serving the world's wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth. Our unique approach focuses on fewer, larger and more sophisticated clients with an average net worth above $100 million.

About this Role: We're currently looking for a high-caliber professional to join our team as an Investment Analyst based in Hong Kong. As part of our team, you'll receive the resources to meet your unique needs, empowering you to make healthy decisions and manage your financial well-being to plan for your future. This includes access to programs and services for your physical and mental well-being, paid parental leave policies, and learning and development resources to broaden and deepen your skills and knowledge.

Key Responsibilities: In this role, you'll be expected to support senior members of the investment team in delivering investment solutions to clients, monitor and provide guidance on markets to internal and external clients, prepare investment policy statements, analyze economic trends, recommend changes to investors' holdings, develop relationships with bankers and clients, engage clients on investment themes, and execute trades.

Requirements: To succeed in this role, you should have a bachelor's degree or equivalent experience, relevant work experience, strong financial background, excellent written and communication skills, and the ability to work without direction and be self-motivated.

Why Work at Citi: At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact. We're a diverse group of professionals from around the globe, united by our passion for helping others achieve their goals. Join us in shaping the future of finance and creating a better world for everyone.



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