Citi HK - CPB - Associate Counselor (Investments Team) in Hong Kong

  • Primary Location: HK,Hong Kong,Hong Kong

  • Education: Bachelor's Degree

  • Job Function: Relationship Management

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 17034851


Assist Investment Counselors in client account management:

  • Provide capital market product sales support such as assembly of market/product analysis and research materials to Investment Counselors

  • Coordinate tailored account summaries for clients and management/transaction reports

Maximize sales/relationship deepening opportunity on each client contact:

  • Resolve account related problems, issues and requests effectively

  • Understand and provide necessary rates/quotes or market/product data to clients to facilitate the sales process or as after-sales service

Timely and accurate execution of transactions to meet client requests:

  • Prepare and execute client’s transactions in a timely and accurate manner and confirmation to client thereafter

  • Be updated on product/operational procedures and cut-off times

  • Assist Investment Counselors in ensuring sufficient funds, collateral or holdings in client’s account before order execution

  • Ensure strict adherence to all policies and procedures in the local markets as well as the booking center


  • University graduate in Finance, Business or Banking

  • At least 2-3 years of experience in investment sales/support function

  • Good interpersonal and communication skills

  • Must be fluent in English, Cantonese and Mandarin

  • Self-motivated, with pro-active service attitude and able to work under pressure