Citi HK - GCB - District Investment Specialist, Wealth Management in Hong Kong

  • Primary Location: HK,Hong Kong,Hong Kong

  • Education: Bachelor's Degree

  • Job Function: Sales

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 17066199


  • To lead and motivate a team of Investment Consultant (IC) to achieve the Investment Sales Goal.

  • To ensure effective implementation of business planning & sales management in all investment products

  • To work closely with District Managers of Sales & Distribution Team for optimizing Investment sales management.

  • To develop and initiate new ideas and marketing activities to grow the investment AUM

  • To ensure high quality of services and customer satisfaction associated with investment sales

  • To arrange on-going coaching and training for IC in order to uplift their competency in the area of technical skills and leadership skills

  • As a compliance coach to IC, to ensure all IC in branch have excellent sense of investment operation and compliance and ever adhere to both internal compliance rule and external regulators


  • 8-10 years relevant experience in investment business with minimum 5 years in supervisory role in leading a investment sales team

  • Strong leadership in motivating and coaching sales staff to meet aggressive sales goal and to upgrade sales staff’s technical and sales technique

  • Excellent communication, interpersonal and analytical skills

  • Excellent people management skills

  • Self-motivated and result-oriented

  • Good command of English, Cantonese & Mandarin