Investment Counselor - Private Bank

Investment Counselor - Citi Private Bank Job Overview

At Citi, we connect millions of people across hundreds of cities and countries every day. We provide a broad range of financial services and products to help clients meet their biggest opportunities and face the world’s toughest challenges.

Citi Private Bank is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer services to more than 14,000 ultra-high net worth clients.

We’re currently looking for a high caliber professional to join our team as an Investment Counselor in Hong Kong.

• Investment Counselors will be distinguished and highly accomplished at establishing, growing, and managing investment relationships with ultra‑high net worth clients, providing advice on markets and actionable investment ideas.
• Serve as the primary client contact and trusted investment advisor, including direct selling, determining suitability, identifying product opportunities, portfolio advice, and after‑sales execution in partnership with the Banker team.
• Leverage existing client relationships, local network, and investment experience to introduce new ultra‑high net worth clients to Citi Private Bank.
• Build and manage a successful practice focused on deepening relationships by providing appropriate investment advice and solutions.
• Combine deep knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross‑marketing opportunities.
• Work across currencies, asset classes, markets, and jurisdictions.
• Engage and advise clients on brokerage activity and execute trades seamlessly.
• Actively seek cross‑sell opportunities in other areas of the bank, particularly lending, trust, and institutional markets solutions.
• Partner with Bankers to prospect for new investment business.
• Appropriately assess risk when business decisions are made, considering the firm’s reputation and safeguarding Citigroup’s clients and assets.

• Bachelor’s or university degree;
  Master’s degree preferred.
• 10+ years of experience providing investment advice and solutions.
• Robust experience in offering investment advice and solutions.
• FA, MBA, or other advanced degree is a plus.
• Capability to make complex judgments based on sophisticated analytical thought.
• HKMA license required.

This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference‑checking arrangement designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme’s principles.

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

View Citi’s EEO Policy Statement and the Know Your Rights poster.