Director, Senior Portfolio Advisor, Asia
Core
Drive centralized messaging on CIO strategy and views, collaborate on business development, and participate in forming investment recommendations for Citi Wealth clients across Asia.
Role type
Senior IC portfolio advisor / investment strategist
Builds
Investment recommendations, strategic views, and client engagement for affluent and HNW/UHNW clients
Domain
Wealth management / Asset management / Capital markets
Required skills
Multi-asset class portfolio construction, Investment strategy development, Field and client engagement, Business development, Strategic planning, Regulatory compliance
Preferred skills
Cross-business opportunity identification, Product development alignment, Stakeholder management
Technologies
None stated
Responsibilities
Drive centralized messaging around CIO Team's strategy and performance; Collaborate with field leadership on business development opportunities; Participate in forming investment views and underwriting recommendations; Partner with investment solutions teams to align views to product recommendations; Identify cross-business opportunities with coverage teams; Ensure compliance on all Citi policies and regulatory requirements
Seniority
Director level, 12+ years experience