Investment Product Strategist

1 week ago


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

At Citi, we are seeking a highly skilled Investment Product Strategist to join our team. This is an exciting opportunity to work with a diverse group of professionals and contribute to the success of our business.

Job Overview:

The Investment Specialist role is a strategic position that requires a deep understanding of investment products and market trends. As an Investment Product Strategist, you will be responsible for developing and implementing strategies to drive sales and revenue growth in the Managed Investment portion of our business.

You will work closely with Bankers and Investment Counselors to increase knowledge and proficiency in product areas, develop marketing programs to drive sales, and help manage pipelines for new business opportunities. Additionally, you will support after-sales servicing and collaborate with other teams to reach revenue and AUM targets.

Key Responsibilities:
  • Develop and implement investment strategies to drive sales and revenue growth in the Managed Investment portion of our business.

  • Work closely with Bankers and Investment Counselors to educate them on investment products and market trends, and to develop marketing programs to drive sales.

  • Help manage pipelines for new business opportunities and support after-sales servicing.

  • Collaborate with other teams to reach revenue and AUM targets.

  • Stay up-to-date on current and historical market conditions across the globe, and communicate complex technical details in a manner that is easily understood by clients and sales team members.

  • Influence a wide range of CPB personnel by applying expertise in product specialty, and help Private Bankers and Investment Counselors evaluate client profiles and recommend suitable investment products.

  • Participate in internal meetings and conference calls to present investment product features and benefits, and launch new product offerings.

Qualifications:
  • 10+ years of experience working with investment products.

  • Prior experience in financial services, such as buyside, sales and trading, investment banking, or private banking is a must.

  • Background in discretionary investment offering is preferred.

  • Prior experience in advising or researching alternative investment strategies, such as private equity, real estate (PERE), hedge funds, private credit, and evergreen strategies is strongly preferred.

  • Sales and relationship management skills, including a track record of building successful relationships with external clients and internal partners.

  • Experience in delivering high-quality service to complex individual or corporate clients.

  • Self-starter with creative problem-solving skills.

  • Strong communication skills, with fluency in Chinese language (Mandarin) being a plus.

  • Bachelor's/University degree, Master's degree preferred.

  • Professional credential such as CAIA or CFA is a plus.

About Us:

Citi is an equal opportunity and affirmative action employer. We value diversity and inclusion, and we are committed to creating a workplace where everyone feels welcome and empowered to succeed.



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