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
Job Summary
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.
In this role, you’re expected to give advice on portfolio issues and meet clients on a regular basis.
We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families.
Matching Summary
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.
Skills & Requirements
Must-have
Portfolio advice and client meetings
Recommend tailor-made investment portfolios
Monitor portfolio quality and performance
Provide internal staff training
Client presentations
Nice-to-have
Supportive growth and development environment
Global banking network exposure
Volunteerism opportunities
Financial well-being programs
Key Requirements
University graduate in Finance or related discipline
CFA holder preferred
Five years of relevant experience
Excellent command in English, Cantonese and Mandarin