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

Job Description

AVP, Managed Investment Specialist (Mutual Fund & Discretionary Portfolio Management) | Citigroup Inc.

The Tone:
This is a full-time role at Citi, located in Hong Kong. Citi connects millions of people across hundreds of cities and countries, providing a broad range of financial services and products to consumers, corporations, governments, and institutions. As part of Citi Wealth, this role is crucial for supporting the investment platform, helping clients manage their finances, and ensuring effective service delivery. The position emphasizes client support and process improvement within a global financial network.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person Hong Kong
• Team: Private Client Product Services, within the Investment Counselor job family.
• Mission: To support internal and external clients primarily through a “service to sales” role covering the entirety of the investment platform and experience.
• Tech Stack: PowerPoint, Excel

What You’ll Actually Do
• Client Support: Provide exceptional support and issue resolution to Citi Private Bank Investment Clients and internal partners.
• Client Interaction: Provide call coverage for advisors to support incoming client requests, including placing securities trades and managing account documentation.
• Investment Documentation: Prepare and interface with clients on subscription documents for Alternative Investments, such as Private Equity and Hedge Funds.
• Compliance & Risk Management: Create investment mandates for discretionary accounts, ensure strict adherence to client Investment Objective Settings, and monitor risk metrics across the team.
• Operational Liaison: Handle inquiries and requests related to investment operations and build rapport with operational, product partner, and trading desk staffs.

The Must-Haves
• Background: Bachelor’s/University degree required; core domain knowledge includes experience and interest in financial markets and concepts, with a focus on client service within investment firms.
• Experience: 5-8 years of overall experience; minimum 3 years of client service or investment assistant experience within a registered broker dealer or registered investment adviser firm.
• Skills: Series 7 & 66 registration (or commitment to acquire within 3 months of employment), PowerPoint expertise, Excel expertise, excellent interpersonal skills, and a self-starter attitude.
• Bonus: Basic understanding of investment and financial planning strategies.