Citi HK - CPB - Investment Counselor - VP 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: Yes, 10 % of the Time

  • Job ID: 17011177


  • Capital Markets specialists who serve the self-directed investment needs of private bank clients

  • Identify and define client target market, promoting Counseling, Advisory, and Discretionary Investment services to satisfy client investment needs/objectives

  • Participate in the analysis and promotion of investment strategies to private bankers, product managers as well as clients

  • Support private bankers in the preparation of client proposals related to the Advisory Service offering

  • Develop relationship with Private Bankers to solicit client introductions


  • Bachelor's degree holder in related discipline

  • At least 6 years of relevant sales/trading experience in one or more assets classes: FX, Equities, Fixed Income and associated derivatives markets

  • Able to work as a team, and in a culture whereby ideas and experience sharing is valued

  • Good interpersonal and communication skills

  • Strong sales and marketing skills

  • Fluent in English and Chinese (Mandarin and/or Cantonese)

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