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Senior Portfolio Advisor, Asia

Hong Kong, Hong Kong · Job Posted December 31, 2025
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Job Description

The Senior Portfolio Advisor, Asia will report to the Head of Portfolio Advisory. The ideal candidate will possess an entrepreneurial spirit, a collaborative mindset, and a high degree of adaptability, thriving in the dynamic environment of a high-growth organization. They will be responsible for field and client engagement, acting as a key ambassador for the CIO's views. As a critical contributor to the CIO team, the Senior Portfolio Advisor will have responsibilities related to both investment solutions and client engagement functions. This role requires a passion for innovation and a commitment to delivering exceptional results in a fast-paced setting.

Job Responsibility

  • Drive and deliver centralized messaging around CIO Team's strategy, views, and performance with the field and clients
  • Collaborate with field leadership on business development opportunities and strategic planning on business targets
  • Be a strategic partner to broader CIO Team (research, portfolio management, the Lab, product) on messaging, advisor needs, and product development opportunities
  • Participate in the investment process alongside the CIO Strategy team in forming views and underwriting investment recommendations for whole portfolios as well as thematic and tactical opportunities
  • Partner with investment solutions teams to align priority recommendations to views and new product development
  • Identify and initiate cross-business opportunities with the various coverage teams and investment solutions
  • Ensure 100% compliance on all Citi policies and regulatory requirements

Requirements

  • 15+ years of experience, preferably in developing and implementing Investment strategies across Asia
  • Ability to balance strategic thinking with process-oriented execution, with a high attention to detail and quality on both internal teamwork and external partners
  • Deep knowledge of markets and multi-asset class portfolio construction
  • In-depth knowledge of the industry and direct competitors' products/services in order to contribute to the commercial objectives of the business
  • Collaborative and excited to partner across practices and businesses
  • Excellent written and verbal communication skills in English and Chinese are required for this role, coupled with interpersonal relationship management skills
  • Communication experience across a variety of audiences and mediums
  • Bachelor’s Degree required / Master’s Degree preferred
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