CITI HONG KONG 香港招聘
Investment Counselor Sr. Lead - HONG KONG
Responsibilities:
Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
An individual in this role will be expected to:
Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team)
Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank.
Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
Work across currencies, asset classes, markets and jurisdictions
Engage and advise clients on brokerage activity and execute trades seamlessly.
Actively look for cross sell opportunities in others areas of the bank, in particular lending, trust and institutional markets solutions, etc.
Partner with Bankers to prospect for new investment business
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
10+ years of experience
Robust experience in providing investment advice and solutions.
FA, MBA degree or other advanced degree a plus.
Requires complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretive thinking will be required.
US Only: S7, S63 (or S66) and S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Education:
Bachelor's/University degree, Master's degree preferred
Associate - Fundamental Research (Industrials) - Hong Kong
Responsibilities:
Citi Research focuses on delivering high quality investment insights to credit investors on a global basis with a high emphasis on independence and objectivity in its products and insights
The unit produces regular written research, hosts investor meetings with company management teams, holds conference calls with industry consultants and regularly communicates with clients (both internal and external)
Modeling: Maintaining & updating existing company models; creating new models; maintaining relative value sheets
Research: Assist with the publication of earnings previews/recaps, initiation reports, deep dive notes as well other group products
Communication: Assist with client inquires and requests (internal and external)
Events: Assist with coordination of investor meetings (management meeting & field trips) and conference calls with consultants
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
5-8 years previous experience
MBA or graduate degree and/or CFA preferred.
Experience in Credit Research
Good knowledge of accounting and modelling with a credit focus
Experience in supporting senior credit research analysts
Excellent inter-personal and writing skills
Attention to detail
Secure and maintain applicable licenses
Education:
Bachelor’s/University degree or equivalent experience
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.