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Financial Services Professional
2 weeks ago
At Citi, we are committed to empowering individuals to achieve their goals. As a Financial Services Professional, you will have the opportunity to expand your skills and make a meaningful impact in the financial industry.
About the Role
We are currently seeking a highly motivated individual to join our team as an Investment Specialist based in Hong Kong. In this role, you will be responsible for providing expert advice on portfolio issues and meeting with clients regularly to discuss their investment needs.
Key Responsibilities:
- Develop and maintain strong relationships with clients through regular meetings and tailored advice.
- Recommend individually-optimized investment portfolios that meet clients' unique needs and goals.
- Monitor and oversee portfolio quality to ensure alignment with clients' objectives.
- Provide training to internal staff on portfolio-related matters and present findings to clients.
Requirements
To be successful in this role, you will need:
- A university graduate degree in Finance or a related field, preferably with a Chartered Financial Analyst (CFA) designation.
- At least five years of relevant experience working as a relationship manager, portfolio counselor, fund manager, or financial advisor.
- Strong analytical and communication skills, with excellent command of English, Cantonese, and Mandarin.
- Good knowledge of investment products and portfolio-optimizing software.
What We Offer
Citi is committed to supporting your growth and development from the start. You will have access to extensive on-the-job training and exposure to senior leaders, as well as more traditional learning opportunities. Our company values diversity and inclusion, and we strive to create a work environment where everyone feels valued and empowered to succeed.
Become a Part of Our Team
If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.