Investment Specialist, Wealth Management
- Employer
- Citi
- Location
- Hong Kong, Hong Kong
- Salary
- Competitive
- Closing date
- Jul 6, 2019
View more
- Job Function
- Accounting/Audit/Tax
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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- Primary Location: Hong Kong SAR of PRC,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: 19014508
Description
- Give advice on portfolio issues and meet clients on a regular basis.
- Recommend tailor-made, individually-optimized, investment portfolio for clients
- Monitor and oversee portfolio quality
- Monitor portfolio performance of the business as a whole
- Provide training to internal staff on portfolio-related matters
- Give regular presentation to clients
Qualifications
- University graduate in Finance or related discipline, preferably a CFA holder
- Five years of relevant experience working as portfolio counselor, fund manager, financial advisor, etc
- Strong communication and interpersonal skills
- Strong analytical skill
- Good knowledge of investment products
- Knowledge of portfolio-optimizing software
- Excellent command in English and Cantonese
- Conversant in Mandarin is a plus
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