Financial Portfolio Advisor for High Net Worth Individuals
2 months ago
Citi, a global leader in financial services, is seeking a skilled Financial Portfolio Advisor to join our team. With over 200 years of experience, we provide a broad range of financial services and products to clients worldwide.
Job DescriptionThe successful candidate will be responsible for providing expert advice on portfolio issues, meeting with clients regularly, and recommending tailored investment portfolios. Additionally, they will monitor and oversee portfolio quality, analyze performance, and provide training to internal staff on portfolio-related matters.
Required Skills and Qualifications- University graduate in Finance or related field, preferably CFA holder
- Five years of experience in relationship management, portfolio counseling, or similar roles
- Strong communication and interpersonal skills
- Excellent analytical and problem-solving skills
- Good knowledge of investment products and portfolio-optimizing software
- Fluency in English, Cantonese, and Mandarin
The estimated annual salary for this role is $120,000 - $180,000, depending on qualifications and experience. We offer a comprehensive benefits package, including health insurance, retirement plans, and opportunities for professional growth and development.
Why Work at Citi?Citi is a global organization with a diverse workforce of over 230,000 people. We strive to create an inclusive environment that values diversity, equity, and inclusion. Our employees enjoy access to career development programs, wellness initiatives, and community engagement opportunities.
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