Investment Counselor - Citi Private Bank

Citi

Hong Kong, Hong Kong, Hong Kong
Investment advice and solutions
Ultra-high net worth clients
Client contact and advisor
Citi Private Bank is dedicated to serving the world’s wealthiest individuals and their families, offering customized services to help protect and responsibly grow their wealth

Job Summary

  • Citi Private Bank is dedicated to serving the world’s wealthiest individuals and their families, offering customized services to help protect and responsibly grow their wealth.
  • Investment Counselors are expected to function as the primary client contact and trusted investment advisor, leveraging existing relationships and local networks to introduce new clients.
  • Citi provides resources for physical and mental well-being, access to learning and development, and programs to help employees balance work and life.

Matching Summary

Citi Private Bank is dedicated to serving the world’s wealthiest individuals and their families, offering customized services to help protect and responsibly grow their wealth.

Skills & Requirements

Must-have

  • Investment advice and solutions
  • Ultra-high net worth clients
  • Client contact and advisor
  • Cultivate trusting relationships
  • Brokerage activity and execute trades

Nice-to-have

  • Collaborative and team oriented
  • Leverage internal partners
  • Entrepreneurial and capable
  • Healthy decision making
  • Balance work and life

Key Requirements

  • Bachelor's/University degree
  • 10+ years of experience
  • HKMA License required
  • Master's degree preferred
  • FA, MBA degree or other advanced degree a plus

Work Rights

HKMA License required

Tailored Resume

Cover Letter