VP, Mutual Fund & Discretionary Specialist (Mandarin & English Mandatory)

Hong KongPosted Jul 23, 2026
At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges. Shape your Career with Citi Citi Wealth 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 VP, Mutual Fund & Discretionary Portfolio Management Specialist (Internal Job Title: Investment Sales Lead - 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: * Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country. * 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. * Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses. * We have a variety of programs that help employees balance their work and life, including generous paid time off packages. * We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world. In this role, you’re expected to: The Investment Sales Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities: * The successful candidate will work very closely with our Private Bankers and Investment Counselors. The person who fills this roll must have a knowledge of managed investments including mutual funds and discretionary portfolio solutions. The successful candidate must be comfortable with detail problem solving - to create the client solutions. This person will be in constant contact with CPB Investments Teams as well as directly with our clients. Good sales and product skills are required, also a high degree of professionalism - client service is equally important as new business development. * Participate in relationship review meetings with bankers and clients to explore investment management needs * Respond to...

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