Investment Specialist, Assistant Vice President

Citi

Kowloon, Hong Kong
On-site
Portfolio issues advice
Client portfolio recommendations
Portfolio quality monitoring
Citi is seeking an Investment Specialist, Assistant Vice President, based in Kowloon, Hong Kong, to provide tailored investment advice and manage client portfolios. The role requires at least five years of relevant experience and strong communication skills, with a focus on professional development and employee well-being

Job Summary

  • Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients.
  • Recommend tailor-made, individually-optimized, investment portfolios for clients and monitor portfolio performance.
  • Citi is committed to supporting employee growth and development with extensive on-the-job training and exposure to senior leaders.

Matching Summary

Match Score: 85

Citi is seeking an Investment Specialist, Assistant Vice President, based in Kowloon, Hong Kong, to provide tailored investment advice and manage client portfolios. The role requires at least five years of relevant experience and strong communication skills, with a focus on professional development and employee well-being.

Skills & Requirements

Must-have

  • portfolio issues advice
  • client portfolio recommendations
  • portfolio quality monitoring
  • portfolio performance oversight
  • internal staff training
  • client presentations

Nice-to-have

  • global bank exposure
  • career growth opportunities
  • work-life balance programs
  • financial well-being support

Key Requirements

  • Five years of relevant experience
  • University graduate in Finance or related discipline
  • CFA holder preferred
  • Excellent command in English, Cantonese and Mandarin

Work Rights

Not specified

Tailored Resume

Cover Letter