HK - GCB - Senior Investment Specialist, Wealth Management
Citigroup Inc
Hong Kong, Hong Kong, HKG
38天前

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
  • Eight 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
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