Citi HK - GCB - Portfolio Advisory Strategist, Wealth Management 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: 17041125


  • Conduct analysis for multi-asset investment portfolio of High Net Worth Clients for HK and China

  • Lead the development and implementation for regional analytical system automation project

  • Monitor Portfolio Advisory business and financial performance

  • Support the Portfolio Counselors to optimize clients’ investment portfolio with portfolio analysis

  • Work closely with various stakeholders to facilitate the launch of portfolio advisory initiatives of the bank in Hong Kong and China


  • University Degree in Finance, Economics or a related discipline

  • Solid working experience (at least 5 years) in investment market and product commentary or portfolio analysis at a reputable financial institution

  • Good command of written and spoken Chinese and English

  • Strong analytical and presentation skills with strong MS excel skill.

  • Knowledge for using Bloomberg and Morningstar for analysis

  • CFA candidate is an advantage