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Financial Advisor, Citi Wealth AdvisorsCiti
  • Not Specified
  • Posted on 22 Aug 2019
Financial Advisor, Citi Wealth AdvisorsCiti

Job Highlights

  • Analyze clients’ risk profile
  • Review and respond to clients’ changing needs
  • Minimum 10 years of working experience

Job Description

Citi Wealth Advisors is a brokerage business under Global Consumer Bank which provides high net worth (US$1 million or above) clients with professional advice, customized services and access to a wide range of investment products such as global equities, mutual funds, fixed income, futures and alternative investments.

  • Analyze clients’ risk profile and financial condition, render advice and make recommendations to help achieving clients’ financial goals
  • Review and respond to clients’ changing needs and financial circumstances
  • Develop relationships with clients and acquire new clients through existing networks and internal business referrals
  • Stay on top of market news, financial products development and industry trends
  • Adhere to the professional and ethical standards set forth by Citi, FINRA, SFC and other regulatory bodies


  • Minimum 10 years of working experience in the brokerage/related industry
  • University Degree preferred
  • Comprehensive industry and investment knowledge
  • Proactive and result oriented with strong selling skills
  • Excellent communications and interpersonal skills
  • Good command of English, Cantonese and Mandarin
  • HKSI LE Paper 1, 7 and 8 or equivalent
  • FINRA (Series 7) registered is preferred
  • Candidates with less experience will be considered for Assistant Vice President or Manager

Interested parties, please click "Apply Now" to submit your application.

Personal data collected will be used for recruitment purpose only.

Additional Information

Career Level
Years of Experience
10 years
Employment Type
Full Time, Permanent

Company Overview

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

Additional Company Information