Vice President, Senior Investment Strategist

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here.  At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks.  We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning.  You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.

Shape your Career with Citi

Citi Global Wealth (CGW) 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 Vice President, Senior Investment Strategist - Hybrid (Internal Job Title: Vice President, Senior Investment Strategist C13) 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:

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

In this role, you’re expected to:

• The position is expected to offer the highest professional level of client engagement via leveraging a deep understanding of market dynamics (across FX, equities and bond markets, commodities and economies), extensive knowledge of  houseview, and client needs to deliver tailored advisory solutions.
• The role is expected to engage with high net worth clients in a regular and frequent manner, including phone, face to face meeting and speak at events.
• The role is expected to uplift digital engagement experience for high net worth clients with tailored articles, by working closely with working partner in designing and executing online campaigns for high net worth clients based on their preference, holdings, behavior with the appropriate languages and tone manner that matches the unique and high standard of those focused high net worth clients
• The senior role is expected to serve as a mentor and leader within the team, and to uplift junior team members’ skills and knowledge to serve the growing base of high net worth clients.
• The role is responsible for supporting investment and FX advisory content for internal parties and clients.
• The role will include organizing morning meetings, reviewing and driving advisory content across asset classes, with the goal of monetizing houseview materials.  
• Strategically drive the advisory content delivery methods while ensuring consistency with the other regions as well as global goals.
• Review advisory content to optimize the commercial relevance of the publication, sharing best practice, managing the pre-production of tactical and major client materials.
• Interact daily with frontline and product partners to fulfill advisory content gaps for objection handling and sales penetration.
• Liaise with Control Group, Supervisory Analyst, and Production on any day to day issues
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
• Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
• Appropriately assess risk/reward of transactions when making business decisions; and ensure that all team members understand the need to do the same, demonstrating  proper consideration for the firm’s reputation
• Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services; and ensure that all team members understand the need to do the same
• Adhere to all policies and procedures as defined by your role which will be communicated to you
• Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

As a successful candidate, you’d ideally have the following skills and exposure:

• Bachelor's/University degree, Master's degree preferred
• 6-10 years of experience
• Strong quantitative skills, written and presentation skills
• Ability to work in both a team and individual creative setting
• HKMA Type 1, 4

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com/dei

This job description provides a high-level review of the types of work performed.  Other job-related duties may be assigned as required.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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