• Competitive
  • Hong Kong
  • Permanent, Full time
  • Citi
  • 18 Jan 18

HK - CPB - Investment Counselor

HK - CPB - Investment Counselor

  • Primary Location: HK,Hong Kong,Hong Kong
  • Education: Bachelor's Degree
  • Job Function: Relationship Management
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 10 % of the Time
  • Job ID: 17084460


  • Capital Markets specialists who serve the self-directed investment needs of private bank clients
  • Identify and define client target market, promoting Counseling, Advisory, and Discretionary Investment services to satisfy client investment needs/objectives
  • Participate in the analysis and promotion of investment strategies to private bankers, product managers as well as clients
  • Support private bankers in the preparation of client proposals related to the Advisory Service offering
  • Develop relationship with Private Bankers to solicit client introductions


  • Bachelor's degree holder in related discipline
  • At least 6 years of relevant sales/trading experience in one or more assets classes: FX, Equities, Fixed Income and associated derivatives markets
  • Able to work as a team, and in a culture whereby ideas and experience sharing is valued
  • Good interpersonal and communication skills
  • Strong sales and marketing skills
  • Fluent in English and Chinese (Mandarin and/or Cantonese)
  • Self-motivated, with pro-active service attitude and able to work under pressure