Consumer Banking, Investment Specialist

Responsibilities:

• Give advice on portfolio issues and meet clients ona 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 relationship manager, portfolio counselor, fund manager, financial advisor, etc
• Strong communication and interpersonal skills
• Strong analytical skill
• Good knowledge of investment products and portfolio-optimizing software
• Excellent command in English, Cantonese and Mandarin

Job Family Group:
Consumer Sales
Job Family:
Consumer Product Sales
Time Type:
Full time
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