Svp, Mutual Fund & Discretionary Portfolio Management Specialist (mandarin & English Mandatory)

Citi

Hong Kong
Mutual fund & discretionary portfolio management
Investment product expertise
Client profile evaluation
Citi Wealth 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

Job Summary

  • Citi Wealth 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 Investment Sales Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business.
  • Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

Matching Summary

Citi Wealth 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.

Skills & Requirements

Must-have

  • Mutual Fund & Discretionary Portfolio Management
  • Investment product expertise
  • Client profile evaluation
  • Market conditions discussion
  • Internal product expert

Nice-to-have

  • Diplomacy and influence skills
  • Creative problem-solving
  • Building successful relationships

Key Requirements

  • 10+ years of experience with Investment products
  • FINRA Licensed Series 7, 63/ 66
  • Prior Private Banking experience
  • Fluency in Mandarin and English

Work Rights

Not specified

Tailored Resume

Cover Letter