Avp, Investment Lab Analyst, Private Bank (mandarin/cantonese Mandatory)

Citi Handlowy

Hong Kong, Hong Kong
**
Mandarin/cantonese fluency mandatory
Strategic and tactical asset allocation
Client-specific investment analytics
** Citi Handlowy is seeking an AVP, Investment Lab Analyst for its Private Bank division in Hong Kong, requiring fluency in Mandarin or Cantonese. The role involves creating customized investment strategies for ultra-high-net-worth clients and emphasizes teamwork, client analytics, and innovative solutions. **

Job Summary

  • The Investment Lab focuses on delivering comprehensive, analytical, and highly customized investment strategies for ultra-high-net-worth clients in the AP region, especially China and Taiwan markets.
  • Citi provides extensive programs and services supporting employees' physical and mental well-being, financial planning, and work-life balance, including paid parental leave and volunteer opportunities.
  • The role emphasizes innovation, teamwork, and a consultative sales process to create sophisticated implementation plans tailored to client needs.

Matching Summary

Match Score: 75

** Citi Handlowy is seeking an AVP, Investment Lab Analyst for its Private Bank division in Hong Kong, requiring fluency in Mandarin or Cantonese. The role involves creating customized investment strategies for ultra-high-net-worth clients and emphasizes teamwork, client analytics, and innovative solutions. **

Skills & Requirements

Must-have

  • Mandarin/Cantonese fluency mandatory
  • Strategic and tactical asset allocation
  • Client-specific investment analytics
  • Advanced Excel and programming skills
  • Collaboration with Private Bankers and Investment Counselors
  • Knowledge of capital markets and derivatives

Nice-to-have

  • Innovative solution development
  • Team-player approach
  • Proactive and energetic mindset
  • Strong communication and presentation skills
  • Familiarity with Python or other programming languages

Key Requirements

  • 3-5 years relevant industry experience
  • Fluent in Mandarin and Cantonese with reading/writing ability
  • BA or BSc degree
  • Knowledge of Modern Portfolio Theory and financial modeling
  • CFA designation or progress towards CFA
  • Experience with high and ultra-high net worth clients

Work Rights

Mandatory Reference Checking under Hong Kong Monetary Authority scheme

Tailored Resume

Cover Letter