HK - GCB - Portfolio Advisory Strategist, Wealth Management

Recruiter
Citi
Location
Hong Kong
Salary
Competitive
Posted
06 Aug 2017
Closes
14 Aug 2017
Contract Type
Permanent
Hours
Full-time
  • Primary Location: HK,Hong Kong,Hong Kong
  • Education: Bachelor's Degree
  • Job Function: Relationship Management
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 17041125


Description

  • Conduct analysis for multi-asset investment portfolio of High Net Worth Clients for HK and China
  • Lead the development and implementation for regional analytical system automation project
  • Monitor Portfolio Advisory business and financial performance
  • Support the Portfolio Counselors to optimize clients' investment portfolio with portfolio analysis
  • Work closely with various stakeholders to facilitate the launch of portfolio advisory initiatives of the bank in Hong Kong and China


Qualifications

  • University Degree in Finance, Economics or a related discipline
  • Solid working experience (at least 5 years) in investment market and product commentary or portfolio analysis at a reputable financial institution
  • Good command of written and spoken Chinese and English
  • Strong analytical and presentation skills with strong MS excel skill.
  • Knowledge for using Bloomberg and Morningstar for analysis
  • CFA candidate is an advantage