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Investment SpecialistCiti
  • Not Specified
  • Posted on 22 Aug 2019
Investment SpecialistCiti

Job Highlights

  • Give advice on portfolio issues and meet clients
  • Monitor and oversee portfolio quality
  • University graduate in Finance

Job Description

Responsibilities:

  • 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

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

Personal data collected will be used for recruitment purpose only.

Additional Information

Career Level
Middle
Qualification
Degree
Years of Experience
5 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

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