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花旗金融
Director, Senior Portfolio Advisor, Asia
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Director, Senior Portfolio Advisor, Asia

发布于 大约 2 个月前

高层管理(VP/总经理/CEO)

Hong Kong, Central and Western District, Hong Kong SAR
高级经验
全职员工
仅现场办公
本科
财务与会计
Client Engagement
Compliance
Market Knowledge
Stakeholder Management
Multi-Asset Portfolio Construction

AI 估算 · 100k–180k

基于香港金融行业总监级别薪资，考虑技能稀缺性和市场竞争力。

职位详情

关于这个职位

作为花旗财富管理亚太区高级投资组合顾问，你将负责向客户和团队传达首席投资办公室的投资策略与市场观点，推动业务发展并参与投资决策

该职位需要深厚的市场知识和多资产组合构建经验，以及出色的沟通能力，适合在全球化银行环境中寻求领导角色的资深金融专业人士

最低要求

Bachelor’s Degree required; 12+ years of experience, preferably in developing and implementing Investment strategies across Asia; Deep knowledge of markets and multi-asset class portfolio construction; In-depth knowledge of the industry and direct competitors' products/services; Collaborative and excited to partner across practices and businesses coupled with strong stakeholder management skills; Excellent written and verbal communication skills in English and Mandarin Chinese are required; High attention to detail and quality.

工作职责

Drive and deliver centralized messaging around CIO Team's strategy, views, and performance; Collaborate with field leadership on business development opportunities; Partner with broader CIO Team on messaging, advisor and client needs, and product development; Participate in the investment process alongside the CIO Strategy team; Partner with investment solutions teams; Identify and initiate cross-business opportunities; Ensure 100% compliance on all Citi policies and regulatory requirements.

优先资格

Master’s Degree preferred; HKMA relevant license required; Cantonese Chinese is also beneficial.

AI 洞察

优缺点分析

优点

  • Work at a top-tier global bank with a strong brand and extensive resources.
  • High visibility role with direct impact on client relationships and business growth.
  • Access to senior leaders and comprehensive on-the-job training programs.
  • Competitive compensation and benefits including paid parental leave and financial well-being programs.
  • High expectations for performance and compliance in a regulated environment.
  • Requires constant adaptation to changing market conditions and client needs.
  • Significant travel or client engagement may be required, impacting work-life balance.
  • This role is ideal for seasoned investment professionals with strong communication skills who thrive in a client-facing, fast-paced global environment and aspire to advance into senior leadership.

缺点 / 挑战

暂无明显挑战项

角色解读

  • Progress to higher leadership roles within the CIO team or broader Wealth Management division, such as Head of Portfolio Advisory or Chief Investment Officer.
  • Opportunity to influence firm-wide investment strategy and gain exposure to senior executives.
  • Potential to move into other areas of the bank, such as private banking or asset management, leveraging deep client and product knowledge.
  • Act as a key ambassador for the CIO's investment views, engaging with clients and field teams to communicate strategy and performance.
  • Collaborate with field leadership on business development and strategic planning to drive revenue growth.
  • Participate in the investment process, including forming views and underwriting recommendations for whole portfolios and thematic opportunities.
  • Partner with investment solutions teams to align product recommendations with the CIO's views.
  • Deep knowledge of financial markets and multi-asset class portfolio construction.
  • Strong stakeholder management and collaboration skills across practices and businesses.
  • Excellent written and verbal communication in English and Mandarin Chinese.
  • + years of experience in investment strategy development and implementation in Asia.

申请策略

  • Tailor your cover letter to demonstrate how you can drive messaging and business development in the Asia region.
  • Highlight any previous experience with CIO or investment committee functions.
  • Research Citi's recent market views and investment themes to show alignment.
  • Highlight 12+ years of experience in investment strategy and portfolio construction, especially across Asian markets.
  • Showcase successful business development initiatives and stakeholder management achievements.
  • Emphasize bilingual communication skills (English and Mandarin) and any experience with HNW/UHNW clients.
  • Include compliance track record and knowledge of regulatory requirements in Hong Kong.
  • Deepen expertise in multi-asset portfolio construction and risk management.

面试指南

  • Use the STAR method (Situation, Task, Action, Result) for behavioral questions.
  • For strategy questions, demonstrate a structured approach: analysis, formulation, communication, and review.
  • Show adaptability by mentioning how you adjusted strategies during market volatility.
  • How do you develop and communicate investment strategies to diverse audiences?
  • Can you describe a time you collaborated with field leadership to drive business growth?
  • How do you approach multi-asset portfolio construction for HNW clients?
  • What is your experience with compliance and regulatory requirements in Hong Kong?
  • How do you stay updated on market trends and incorporate them into investment recommendations?

职位点评

72
综合评分

Senior investment advisory role at a top global bank with strong developmental opportunities and compensation, but limited flexibility and high demands.

从薪资福利、成长空间、工作节奏和岗位方向综合评估，方便横向比较。

更适合这类人
This role is best suited for candidates who prioritize career growth and compensation over work-life balance, with a strong interest in investment strategy and client engagement.
表现最好
成长发展
相对薄弱
工作生活
薪资福利80
成长发展85
工作生活50
使命价值60

薪资福利

80较高

The role offers competitive compensation and benefits, including paid parental leave and financial well-being programs, typical for a senior position at a global bank.

薪资信号未披露（AI估算：100K-180K/月）
福利待遇expanded Paid Parental Leave Policy、financial well-being、generous paid time off packages

成长发展

85较高

The job emphasizes growth through on-the-job training, exposure to senior leaders, and opportunities to shape investment strategy, indicating strong developmental support.

技术前沿非技术岗（不适用）
成长机会on-the-job training、exposure to senior leaders、opportunity to grow your career
业务类型profit_center

工作生活

50较低

The role is on-site in Hong Kong's central business district, with no explicit mention of flexible work arrangements, and likely involves client meetings and travel, impacting work-life balance.

工作模式仅现场办公
办公地点市区核心地段
加班情况未提及（无法判断）
工作生活平衡generous paid time off packages

使命价值

60中等

While the role contributes to client financial well-being and the bank's success, it is primarily commercial with moderate social impact.

行业发展稳定成熟行业
社会影响中性/一般
使命信号make a real impact、give back to your community
创新程度稳健跟随主流

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