Skip to main content



The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Private Bank - Investment Strategy Senior Lead

Job Req ID 22503472 Primary Location Hong Kong, Hong Kong SAR Job Category Private Client Product Services
Apply Now

The Investment Strategy Sr. Lead is a strategic professional who closely follows latest trends in markets and adapts them for application within the business.

  • Excellent communication skills required in order to negotiate internally, often at a senior level and to guide, influence and convince others, in particular colleagues in other areas and occasional external customers.
  • Represent global investment committee to clients and internal audience. Deliver the bank’s views to media and through social media channels.
  • Must be skilled in writing and speaking, in Chinese Mandarin (Cantonese is a plus).



  • Identify short- and long-term investment opportunities across asset classes, including equity, fixed income, FX, traditional and alternative funds for CPB investors in the region and for presenting, commenting and writing about such opportunities in diverse forums.
  • Provide surveillance of emerging macroeconomic and political developments across the region and will work with Citi Research analysts and product specialists to help identify individual investment opportunities across fixed income, equities and currency markets.
  • Contribute to global asset allocation decisions


  • Daily market commentaries, topical strategy bulletins
  • Contribute to monthly regional and global strategy reports, as well as semi-annual outlook reports
  • Be able to translate to and originate in Chinese

Disseminate strategy views:

  • Communicate global strategy views to internal audience by conducting morning sales meetings, attending team meetings, participating in product development and Contributing to strategy content in other regions (US and EMEA)
  • Engage media channels to demonstrate CPB thought leadership
  • Promote team content on select social media channels in Chinese and English

Client engagement:

  • Meet with regional clients, speak at client events / calls
  • Follow up with client requests, conduct regular updates

Risk management:

  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


  • 5-10 years of investments / research experience
  • Highly effective in writing research, with deep understanding of market dynamics. Experience with Chinese investors is preferred
  • Excellent communication/presentation skills, ability to simplify complex ideas to illustrate key actionable points
  • Critical language requirements: Must be fluent in English and Mandarin (Cantonese is a plus). Speaking, reading and writing skills are needed. Be able to effectively translate from English to Chinese.


  • Bachelor's/University degree, Master's degree preferred


Job Family Group:

Private Client Product Services


Job Family:

Investment Strategy


Time Type:

Full time


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Apply Now
  • Join our team
    of 220,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 95 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

Saved Jobs

You have no saved jobs

Previously Viewed Jobs

You have no viewed jobs