Senior Portfolio Advisor

2 weeks ago


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

Company Overview

Citi is a global bank that provides financial services to individuals, corporations, and governments. With a presence in over 160 countries, Citi offers a wide range of products and services including investment banking, consumer banking, and wealth management.

Job Description

We are seeking a Senior Portfolio Advisor to join our team in Hong Kong. As a Senior Portfolio Advisor, you will be responsible for providing advice on portfolio issues and meeting clients on a regular basis. You will also recommend tailor-made, individually-optimized, investment portfolios for clients and monitor and oversee portfolio quality.

Key Responsibilities:

  • Give advice on portfolio issues and meet clients on a regular basis.
  • Recommend tailor-made, individually-optimized, investment portfolios for clients.
  • Monitor and oversee portfolio quality.
  • Provide training to internal staff on portfolio-related matters.
  • Give regular presentations to clients.

Required Skills and Qualifications

To be successful as a Senior Portfolio Advisor, you will need to have the following skills and qualifications:

  • University graduate in Finance or related discipline, preferably a CFA holder.
  • Five years of relevant experience working as relationship manager, portfolio counselor, fund manager, financial advisor, etc.
  • Strong communication and interpersonal skills.
  • Strong analytical skill.
  • Good knowledge of investment products and portfolio-optimizing software.
  • Excellent command in English, Cantonese and Mandarin.

Benefits

We offer a competitive salary and benefits package, including:

  • A generous paid time off package.
  • A variety of programs to help employees balance their work and life.
  • An opportunity to make a difference in the lives of our clients.

Others

Citi is an equal opportunity and affirmative action employer. We welcome applications from qualified candidates who are passionate about making a difference in the financial industry.



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