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Investment Counselor at Citi - ApplyBlast

Investment Counselor

Citi

26 days ago

3.6 on Glassdoor

Hong Kong, Hong Kong, China

Onsite

Full Time

Senior

0 applicants

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About this role

Citi Private Bank is seeking an Investment Counselor in Hong Kong to serve ultra-high net worth clients by providing trusted investment advice and managing complex investment relationships. The role involves acting as the primary client contact, leveraging a robust network to bring in new business, and collaborating with internal partners to optimize cross-marketing opportunities. This position requires a seasoned professional with deep expertise in traditional and alternative investments to drive client growth and financial well-being.

Responsibilities

Provide investment advice and solutions to ultra-high net worth clients
Manage investment relationships and grow client portfolios
Identify cross-sell opportunities and partner with bankers to prospect for new business

Skills

Qualifications

Bachelor's/University degreeMaster's degreeFAMBA degreeHKMA License

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

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Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.