Citi Investment Management: Alternative Investment Sales Specialist, North Asia

Hong Kong, Hong Kong
May 20, 2021
Jun 11, 2021
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Key Responsibilities:
The opportunity sits in Hong Kong within the CIM Sales team of Citi Private Bank, known as Citi Investment Management (CIM). The role is both a client-facing and internal business development role, driving sales for Citi Private Bank's Hedge Funds and Private Equity & Real Estate (PERE) business.

The ideal candidate will:
  • Act as the internal wholesaler- evaluate, advise on, and market hedge funds and PERE funds to private bankers, investment counsellors (ICs) and select clients across Asia Pacific but with a particular focus on those bankers, ICs, and clients in Greater China (Hong Kong, Mainland China, Taiwan)
  • Attend client and prospect meetings to discuss and promote 3rd party alternative investments
  • Own and support client requests including developing bespoke pitches based on client needs
  • Partner with CPB's global PERE research team, HF Investment Team, senior members of the CIM sales team, the regional Investment Lab to deliver client solutions
  • Work with the CIM sales team to analyse internal data to identify business opportunities and drive business growth
  • Develop and implement marketing plan to further increase hedge fund and PERE and HF investment penetration throughout the private bank
  • Drive AUM and revenue targets for CIM alternative investments North Asia and support broader region
  • Own the CIM pipeline process for CIM alternative investments North Asia and support broader region

Development Value:
The candidate will develop a deeper understanding of alternatives investment platform and the role it plays within a Private Bank. Further, the candidate will broaden their knowledge of key asset classes used within ultra-high net worth portfolios, including hedge funds, private equity and real estate funds. In addition, the candidate will develop their client management and interaction skills.

The ideal candidate will have previous experience in alternatives asset management business (hedge funds and/or Private Equity/Real Estate); having experience in a client-facing role is a plus.

The candidate will have proficiency in the standard range of Microsoft Office software and Bloomberg. Fluency in Mandarin Chinese and Cantonese Chinese is preferred given client coverage.

The ideal candidate will have a Bachelor's degree and potentially some further higher educational qualification such as a Master's degree. The possession of the Chartered Financial Analyst designation will be seen as a positive.

Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.

The ideal candidate will be:
  • Client/sales focused
  • Articulate/confident/good presentation skills
  • Experienced in developing personal networks and navigating around the organization and industry
  • Passionate about financial markets/baseline understanding of alternative asset classes
  • Goal oriented

Job Family Group:
Private Client Product Services
Job Family:
Investment Counselor
Time Type:

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .
View the EEO Policy Statement .
View the Pay Transparency Posting

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