AVP, Managed Investment Specialist (Mutual Fund & Discretionary Portfolio Management)

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 AVP, Managed Investment Specialist (Mutual Fund & Discretionary Portfolio Management) (Internal Job Title: Investment Professional Sr Analyst - C12) 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:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

• We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.

• We empower our employees to manage their financial well-being and help them plan for the future.

• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

• We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.

In this role, you're expected to

The Investment Professional Sr Analyst will be responsible for supporting our internal and external clients primarily through a "service to sales" role covering the entirety of the investment platform and experience. The Investments Professional is a key contributor to the improvement of processes and workflow for the regional investments team that they will support. The role requires in-depth understanding of how various areas of the organization work together to coordinate and contribute to the objectives of the overall business. The role requires strong analytical skills in order to filter, prioritize and solve complex issues across various investment solution and operations partners. Effective communication and diplomacy skills are required.

Responsibilities:

• Provides exceptional support and issue resolution to Citi Private Bank Investment Clients & Internal Partners

• Provides call coverage for advisors to support incoming client requests - including placing securities trades (Series 7 & 66 required)

• Provides high level of support, including but not limited to client market and price updates, account documentation approval and maintenance

• Prepares and interfaces with clients on subscription documents for Alternative Investments such as Private Equity, Hedge Funds, among others

• Creates investment mandates for discretionary accounts

• Ensures client Investment Objective Settings (IOS) other compliance norms are strictly adhered to

• Handles inquiries/requests related to investment operations

• Builds a rapport with the Investment Counselors (IC) and Investment Associates (IA); communicates effectively on issues/tasks/opportunities requiring the IC's/IA's attention

• Builds a rapport with operational, product partner, and trading desk staffs and seeks out highest level of support from those teams

• Researches and answers client inquiries for products and solutions

• Risk Management - monitors exceptions and works with IC Team Leader to monitor risk metrics across the team

• Organizes and tracks campaigns and projects

• Submits and monitors fee schedules and billing

• 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:

• 5-8 years of experience

• Series 7 & 66 registration required (Preference is prior to joining; however, we will also consider candidates who commit to taking the exams within the first 3 months of employment).

• Bachelor's/University degree required

• Minimum 3 years of client service or investment assistant experience within a registered broker dealer or registered investment adviser firm

• Experience and interest in financial markets and concepts