• Competitive
  • Hong Kong
  • Permanent, Full time
  • Citi
  • 2018-09-25

HK GCB Financial Advisor Citi Wealth Advisor

HK GCB Financial Advisor Citi Wealth Advisor

  • Primary Location: Hong Kong SAR of PRC,Hong Kong,Hong Kong
  • Education: Bachelor's Degree
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18043663


Citi Wealth Advisors is a brokerage business under Global Consumer Bank which provides high net worth (US$1 million or above) clients with professional advice, customized services and access to a wide range of investment products such as global equities, mutual funds, fixed income, futures and alternative investments.
Job Description:
  • Analyze clients' risk profile and financial condition, render advice and make recommendations to help achieving clients' financial goals
  • Review and respond to clients' changing needs and financial circumstances
  • Develop relationships with clients and acquire new clients through existing networks and internal business referrals
  • Stay on top of market news, financial products development and industry trends
  • Adhere to the professional and ethical standards set forth by Citi, FINRA, SFC and other regulatory bodies


  • Minimum 10 years of working experience in the brokerage/related industry
  • University Degree preferred
  • Comprehensive industry and investment knowledge
  • Proactive and result oriented with strong selling skills
  • Excellent communications and interpersonal skills
  • Good command of English, Cantonese and Mandarin
  • HKSI LE Paper 1, 7 and 8 or equivalent
  • FINRA (Series 7) registered is preferred
  • Candidates with less experience will be considered for Assistant Vice President or Manager
Hong Kong Hong Kong Hong Kong HK