• Competitive
  • Hong Kong
  • Permanent, Full time
  • Citi
  • 19 Feb 18

HK - GCB - Portfolio Management Analyst, Wealth Management

HK - GCB - Portfolio Management Analyst, Wealth Management

  • Primary Location: Hong Kong SAR of PRC,Hong Kong,Hong Kong
  • Education: Bachelor's Degree
  • Job Function: Investment Management
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18003255


  • Work closely with partners across business units to understand customers behavior
  • Assemble, analyze and build analytical report with statistical data analysis to help business strategizing different sales initiatives across all Consumer Banking products/segment within Bank
  • Develop cross-site relationships to enhance leverage of ideas
  • Work closely with investment strategy team on formulating latest investment strategy to frontline and customers
  • Study deeply our business data to understand our customers behavior on feeding the most appropriate information and strategy to our customers
  • Deep understanding our customer behavior to enhance our Total Wealth Management service
  • Work closely with China strategy team on bring ideas back to HK for our IPB business


  • University degree in Finance, Business Administration or a related discipline
  • Solid working experience (at least 3-5 years) in portfolio management or business portfolio analysis at a reputable financial institution
  • Good command of written and spoken Chinese and English
  • Strong analytical and presentation skills with strong MS excel skills