Senior Portfolio Specialist (Private Banking)

China CITIC Bank International Limited
Hong Kong
Oct 29, 2017
Nov 01, 2017
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time

Key Responsibilities

  • Promote in-house trade ideas, one-to-one recommendations & strategies on global wealth management products in Insurance, Equity, FX, Fixed Income, Commodity and Alternate Investment Products to frontline sales staff for high net worth customers.
  • Assist the Head of Investment Advisory in designing and implementing sales campaigns to explore business opportunities and boost the sales momentum.
  • Participate in the Bank's project teams or special task forces and facilitate the PB's related infrastructure and product developments. Provide Additional Investment Services, including Portfolio Allocation Service to customers.
  • Provide training and support Relationship Managers to provide Additional Investment Services, including Portfolio Allocation Service to customers.
  • Source and develop investment products to execute strategic investment plan for high net worth customers and to achieve revenue and profit targets for Private Banking.
  • Assist in promoting the Bank's Private Banking Franchise through relevant marketing activities, seminars and training.
  • Cultivate and maintain professional relationship with investment products suppliers, both internal and external, including 3rd party investment product supplier and fund houses for optimum service delivery.
  • Conduct investment research covering global markets and all major asset classes, and compile reports on macro economy and investment outlook.


  • Degree holder in Business, Finance or related discipline. 
  • Relevant professional qualifications, such as CPWP, CFA, CFP, etc., will be an added advantage.
  • Possess qualifications under SFC & IIQAS for marketing investment and insurance products respectively.
  • Minimum 6 years of relevant experience in banking and wealth management; preferably with experience in Bancassurance. 
  • Familiar with private banking products and other retail banking wealth management products.
  • Sound knowledge in compliance and internal control aspect of banking industry.
  • Good experience and skill set in serving Mainland Chinese customers and dealing with Chinese institutions preferable.
  • Good knowledge in risk assessment and credit analysis.
  • Good interpersonal and communication skills with an analytical mind.
  • Good command of written and spoken English and Chinese (including Putonghua).

For more details about career opportunities with the Bank, please visit our website  Please apply with full resume stating current and expected salaries email to

Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months.

China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment.  All employment decisions will be made in a non-discriminatory manner.


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