HK GCB Senior Investment Specialist Wealth Management

2 days left

Recruiter
Citi
Location
Hong Kong
Salary
Competitive
Posted
12 Oct 2018
Closes
17 Oct 2018
Ref
4663744
Contract type
Permanent
Hours
Full time
  • Primary Location: Hong Kong SAR of PRC,Hong Kong,Hong Kong
  • Education: Bachelor's Degree
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18059583


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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