Investment Specialist, Consumer Banking

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Shape your Career with Citi

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

Citigold clients have a dedicated team, complimentary financial planning, world-class investing capabilities, preferred pricing on select products and exclusive travel and lifestyle benefits. Citigold Private Client, the highest tier of banking at Citibank, is for clients with more than $1 million and offers an elevated financial relationship with a higher level of service and wealth management.

We’re currently looking for a high caliber professional to join our team as Investment Specialist (C11/12/13) based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

In this role, you’re expected to:
• Give advice on portfolio issues and meet clients on a regular basis.
• Recommend tailor-made, individually-optimized, investment portfolio for clients
• Monitor and oversee portfolio quality
• Monitor portfolio performance of the business as a whole
• Provide training to internal staff on portfolio-related matters
• Give regular presentation to clients

As a successful candidate, you’d ideally have the following skills and exposure:
• 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

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com/dei

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Job Family Group:
Consumer Sales

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Job Family:
Telesales

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Time Type:
Full time

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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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