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

VP, Mutual Fund & Discretionary Specialist (Mandarin & English Mandatory) Job Req Id: 26971823 Location: Hong Kong, Central and Western District, Hong Kong SAR Job Type: On-Site/Resident Posted: Jun. 15, 2026 Job Overview At Citi, we provide a broad range of financial services to clients – consumers, corporations, governments or institutions – to help them meet opportunities and challenges. Citi Wealth serves the full continuum of wealth clients. We are 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. What we offer – Citi provides programs and services for physical and mental well-being, learning and development resources, flexible time off, and opportunities to contribute to communities through volunteering. Responsibilities The successful candidate will work closely with Private Bankers and Investment Counselors. The candidate should have knowledge of managed investments including mutual funds and discretionary portfolio solutions and be comfortable with detailed problem solving to create client solutions. The role involves regular contact with CPB Investments Teams and clients, with emphasis on client service and new business development. Participate in relationship review meetings with bankers and clients to explore investment management needs. Respond to banker team leads for sales opportunities by first interviewing the banker team and then engaging the client. Analyze client needs, craft solutions, and present recommendations in written proposals. Ensure solutions are implemented, maintain client contact, and pursue add-on business where appropriate. Assess risk in business decisions, ensuring compliance with laws and Citigroup policies, and escalate/report control issues as needed. Qualifications 6-10 years of experience Excellent sales skills Knowledge of managed investment products Attention to detail and good follow-up skills Excellent written, listening and verbal communication skills Strong interpersonal skills and ability to work with people at all levels Knowledge of the Mainland China, Hong Kong and Taiwan wealth management landscape Native-level fluency in Mandarin is highly preferred Education Bachelor's/University degree; Master's degree preferred Equal Opportunity 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, veteran status, or any other protected characteristic. If you require a reasonable accommodation to use our tools or apply, please contact Citi for accessibility information. #J-18808-Ljbffr Citi