Portfolio Counselor 投資組合諮詢顧問 Retail Banking
Citi
Taiwan
45分钟前

The Product Sales Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-

flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-

function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach / taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources.

Strong communication and diplomacy skills are required. Regularly assumes informal / formal leadership role within teams.

Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and / or facilitating services to others in area of specialization.

Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities :

  • Demonstrate a firm understanding of Managed Investments, with a strong ability to explain and implement asset allocation and individual asset classes with respect to their specific characteristics and within the context of a client portfolio
  • Implement advisory and discretionary investment mandates
  • Articulate and advocate the house view of Citi, as well as the investments Citi recommends, while matching the appropriate investment opportunities with the client’s profile
  • Qualifications :

  • Tertiary degree, preferably in Finance / Business related disciplines or a CFA / CFP holder
  • 5-8 years of relevant working experience in a financial institution
  • Innovative, resourceful, and has a keen eye for details
  • Ability to work under pressure and well-organized
  • Strong interpersonal and communication skills
  • Education :

  • Bachelor’s / University degree or equivalent experience
  • Grade : All Job Level - All Job FunctionsAll Job Level - All Job Functions - TW

    Time Type : Full time

    Citi is an equal opportunity and affirmative action employer.

    Minority / Female / Veteran / Individuals with Disabilities / Sexual Orientation / Gender Identity.

    Citigroup Inc. and its subsidiaries ("Citi ) invite all qualified interested applicants to apply for career opportunities.

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