• Competitive
  • Hong Kong
  • Permanent, Full time
  • Citi
  • 17 Feb 18

CPB - Investment Strategist - HK

CPB - Investment Strategist - HK

  • Primary Location: Hong Kong SAR of PRC
  • Education: Bachelor's Degree
  • Job Function: Relationship Management
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18006471


Role :
  • Associate CIO role at a top tier global private bank.
  • Represent global investment committee to clients and internal audience.
  • Broad exposure to ultra high net worth individuals and families in Asia.
  • Access to Citi global platform, as well as counterparty resources from around the street.


  • Monitor market and macro developments
  • Model value and growth prospects across all asset classes
  • Follow research from Citi and from other houses
  • Contribute to global asset allocation decisions

  • Daily market updates
  • Manage Chinese translation process
  • Contribute to monthly regional and global strategy reports, as well as semi-annual outlook reports

Disseminate strategy views:
  • Communicate global strategy views to internal audience
  • Conduct morning sales meetings, schedule speakers
  • Attend team meetings,
  • Participate in product development
  • Contribute to strategy content in other regions (US and EMEA)
  • Engage media channels to demonstrate CPB thought leadership

Client engagement:
  • Meet with regional clients, speak at client events,
  • Follow up with client requests, conduct regular updates


  • Minimum 5yrs macro and strategy experience, specialist experience (equity, credit, FX) is a plus
  • Excellent communication/presentation skills, ability to simplify complex ideas to illustrate key actionable points
  • Good analytical skills, deep understanding of market drivers
  • Good writing skills, able to effectively organize thoughts into writing
  • Key language requirements:
    • Must be fluent in English and Cantonese (Mandarin is a plus).
    • Speaking, reading and writing skills are needed, as there will be demand to translate materials from English to Chinese.