Citi HK - GCB - Head of Investment Strategy and Portfolio Advisory, Wealth Management in Hong Kong

  • Primary Location: Hong Kong SAR of PRC,Hong Kong,Hong Kong

  • Education: Bachelor's Degree

  • Job Function: Research

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 18015749


Internal Responsibilities: Devise Investment, FX and Mutual Fund Strategy

  • Lead a team of Investment Strategists and FX Strategists

  • Devise Investment and Cash FX strategy and advisory delivery

  • Shortlist Monthly Focus Funds to provide sales direction and drive mutual fund sales

  • Design sales script for sales staff on key investment/FX themes and solutions

  • Conduct Investment training to sales staff

  • Oversee the portfolio to devise portfolio strategy and advisory

  • Lead a team of portfolio counselors to delivers Portfolio 360 service to CPC client

  • China Hub

  • Leading China on strategy formulation and communication to frontline and clients

External Responsibilities: Spokesperson of Citibank (HK) Limited

  • Spokesperson on Investment Market and FX views

  • Setup weekly video communication platform with clients on market view

  • Speaker in Citibank client seminar and industry investment conference

  • Columnist of various Hong Kong Chinese media, including Apple Daily, Headline Daily,, Hong Kong Economic Journal, iMoney magazine

  • Regular media interview, including TVB, Now TV, Phoenix TV and Metro Radio.

  • Ambassador of Citibank (HK) Limited on conducting financial education at university and high school education seminars


  • BS/BA degree or equivalent combination of education/ experience

  • Licensing qualifications (if applicable)

  • ECF Qualifications (if applicable)

  • No less than 7 years in economic research or FX analysis in a financial institution.