Citi HK - GCB - Portfolio Management Analyst, Wealth Management in Hong Kong

  • Primary Location: HK,Hong Kong,Hong Kong

  • Education: Bachelor's Degree

  • Job Function: Investment Management

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 17049233


  • Work closely with partners across business units to understand customers behavior

  • Assemble, analyze and build analytical report with statistical data analysis to help business strategizing different sales initiatives across all Consumer Banking products/segment within Bank

  • Develop cross-site relationships to enhance leverage of ideas

  • Work closely with investment strategy team on formulating latest investment strategy to frontline and customers

  • Study deeply our business data to understand our customers behavior on feeding the most appropriate information and strategy to our customers

  • Deep understanding our customer behavior to enhance our Total Wealth Management service

  • Work closely with China strategy team on bring ideas back to HK for our IPB business


  • University degree in Finance, Business Administration or a related discipline

  • Solid working experience (at least 3-5 years) in portfolio management or business 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 skills