Wealth Management Specialist

19 hours ago


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

At Citi, we take pride in our commitment to delivering exceptional client experiences and building long-lasting relationships.

About the Role:
In this position, you will be responsible for providing tailored investment advice and solutions to ultra-high net worth clients. As a trusted advisor, you will leverage your extensive knowledge of traditional and alternative investments to optimize client service and cross-marketing opportunities.

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 (in partnership with the Banker team)
* Leverage existing client relationships, local network, 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
* Work across currencies, asset classes, markets, and jurisdictions
* Engage and advise clients on brokerage activity and execute trades seamlessly
* Actively look for cross-sell opportunities in other areas of the bank, in particular lending, trust, and institutional markets solutions, etc.
* Partner with Bankers to prospect for new investment business

Requirements and Qualifications:
* Bachelor's/University degree, Master's degree preferred
* 6-10 years of experience
* Robust experience in providing investment advice and solutions
* CFA
* Requires good analytical skills in order to filter, prioritize, and validate potentially complex material from multiple sources. Exercises wide degree of latitude and discretion
* US Only: S7, S66 (or 63), S3; NOTE: Securities Industry Exam (SIE) is a prerequisite to the S7

Benefits and Culture:
Citi is committed to creating a diverse and inclusive work environment where everyone can thrive. We offer a range of benefits, including programs and services for physical and mental well-being, access to learning and development resources, and opportunities to volunteer in the communities we serve.

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