Citi HK - GCB - Financial Advisor, Citi Wealth Advisor 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: 17040000

Description

Citi Wealth Advisors is a brokerage business under Global Consumer Bank which provides high net worth (US$1 million or above) clients with professional advice, customized services and access to a wide range of investment products such as global equities, mutual funds, fixed income, futures and alternative investments.

Job Description:

  • Analyze clients’ risk profile and financial condition, render advice and make recommendations to help achieving clients’ financial goals

  • Review and respond to clients’ changing needs and financial circumstances

  • Develop relationships with clients and acquire new clients through existing networks and internal business referrals

  • Stay on top of market news, financial products development and industry trends

  • Adhere to the professional and ethical standards set forth by Citi, FINRA, SFC and other regulatory bodies

Qualifications

  • Minimum 10 years of working experience in the brokerage/related industry

  • University Degree preferred

  • Comprehensive industry and investment knowledge

  • Proactive and result oriented with strong selling skills

  • Excellent communications and interpersonal skills

  • Good command of English, Cantonese and Mandarin

  • HKSI LE Paper 1, 7 and 8 or equivalent

  • FINRA (Series 7) registered is preferred

  • Candidates with less experience will be considered for Assistant Vice President or Manager