Investment Portfolio Manager

4 weeks ago


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

Established over 200 years ago, Citi is a leading global bank with an unparalleled network across hundreds of cities and countries. Our company provides a diverse range of financial services and products to our clients, from consumers to corporations and institutions.

About the Role

We are seeking a high-caliber Investment Specialist to join our team in Hong Kong. As an Investment Specialist, you will be responsible for providing tailored investment advice to our clients and meeting with them on a regular basis. Your primary objective will be to recommend individually-optimized investment portfolios that cater to our clients' unique needs and goals.

Key Responsibilities

Your key responsibilities as an Investment Specialist will include:
  1. Advising clients on portfolio issues and conducting regular meetings.
  2. Recommending personalized investment portfolios based on clients' specific requirements.
  3. Monitoring and overseeing the quality of client portfolios.
  4. Analyzing the overall performance of client portfolios and providing insights for improvement.
  5. Training internal staff on portfolio-related matters and presenting information to clients.


Requirements and Qualifications

To succeed as an Investment Specialist at Citi, you should possess the following skills and qualifications:
  1. A university degree in Finance or a related field, preferably with a Certified Financial Analyst (CFA) designation.
  2. Five years of experience working in roles such as relationship manager, portfolio counselor, fund manager, or financial advisor.
  3. Excellent communication and interpersonal skills.
  4. Strong analytical skills.
  5. Good knowledge of investment products and portfolio optimization software.
  6. Fluency in English, Cantonese, and Mandarin.


Benefits and Career Growth

At Citi, we value our employees' growth and well-being. As an Investment Specialist, you can expect:
  1. A competitive salary: HKD 600,000 - HKD 900,000 per annum, depending on your experience.
  2. Opportunities for professional development through training programs and mentorship.
  3. A comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  4. The chance to work with a diverse and talented team of professionals from around the world.


EEO Statement

Citi is an equal opportunity employer committed to diversity and inclusion. We welcome applications from qualified candidates without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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