VP, Mutual Fund & Discretionary Specialist (Mandarin & English Mandatory)
Citi
香港 Hong Kong, Unknown, 中国
Full-Time
Competitive
OfficeExecutive
At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.
Shape your Career with Citi
Citi Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We’re currently looking for a high caliber professional to join our team as VP, Mutual Fund & Discretionary Portfolio Management Specialist (Internal Job Title: Investment Sales Lead - C13) based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
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In this role, you’re expected to:
The Investment Sales Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
Responsibilities:
The successful candidate will work very closely with our Private Bankers and Investment Counselors. The person who fills this roll must have a knowledge of managed investments including mutual funds and discretionary portfolio solutions. The successful candidate must be comfortable with detail problem solving - to create the client solutions. This person will be in constant contact with CPB Investments Teams as well as directly with our clients. Good sales and product skills are required, also a high degree of professionalism - client service is equally important as new business development.
Participate in relationship review meetings with bankers and clients to explore investment management needs
Respond to banker team leads for sales opportunities - first interviewing banker team - then speaking to the client
Delve into needs with clients - analyze their alternative needs, craft solutions and present recommendations in written proposals
Ensure that solution is implemented, remain in contact with client - look for add on 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:
6-10 years of experience
Excellent sales skills
Knowledge of managed investment products
Attention to detail and good follow-up skills
Excellent written, listening and verbal communication skills
The ability to effectively deal with people at all levels - internal as well as clients, excellent interpersonal skill
Knowledge of the Mainland China, Hong Kong and Taiwan wealth management landscape
Native-level fluency in Mandarin is highly preferred.
Education:
Bachelor's/University degree, Master's degree preferred
This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme’s principles. For further details, please refer to the public website of HKAB.
Working at Citi is far more than just a job. A career with us means joining a family of dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Take the next step in your career, apply for this role at Citi today
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