Citi HK GCB Financial Advisor Citi Wealth Advisor in Hong Kong

  • 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: 18053610


  • 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

Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.