Senior Portfolio Advisor Job at Citi (Beverly Hills)

Senior Portfolio Advisor

Citi’s Wealth business offers a wide range of products and solutions, from inves...

Location

Hong Kong SAR , Hong Kong

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s Degree required
Master’s Degree preferred
HKMA relevant license required
12+ years of experience, preferably in developing and implementing Investment strategies across Asia
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 coupled with strong stakeholder management skills
Excellent written and verbal communication skills in English and Mandarin Chinese are required for this role
Cantonese Chinese is also beneficial
Communication experience across a variety of audiences and mediums

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 partner to broader CIO Team (research, portfolio construction and analytics the Lab) on messaging, advisor and client 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 views to product recommendations and priorities
Identify and initiate cross-business opportunities with the various coverage teams and investment solutions
Ensure 100% compliance on all Citi policies and regulatory requirements

What we offer

expanded Paid Parental Leave Policy
generous paid time off packages

Fulltime

Senior Portfolio Advisor EMEA, Managing Director

Citi’s wealth business offers a wide range of products and solutions, from inves...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience, preferably in developing and implementing Investment strategies across EMEA
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 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

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.

Senior Portfolio Advisor, Asia

The Senior Portfolio Advisor, Asia will report to the Head of Portfolio Advisory...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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

Fulltime

Senior Advisor - Asset Management

Airswift is seeking for a Senior Advisor (Asset Management) to work in Oman. Job...

Location

Oman , Muscat

Salary:

Not provided

Airswift Sweden

Expiration Date

Until further notice

Requirements

15+ years’ experience in mining, metals, or industrial sectors, with strong exposure to asset or portfolio management, operations, or investment decision-making
Proven experience managing multi-asset portfolios, capital allocation, and performance improvement initiatives
Strong understanding of asset lifecycle management, governance, and joint venture structures
Strong commercial and financial acumen with the ability to translate strategy into execution
Experience working with senior leadership, boards, or investment committees
Willingness to be based in Oman (with flexibility as required)

Job Responsibility

supporting the development and implementation of a best-in-class asset management framework across a portfolio of mining, processing, and industrial assets
enhancing asset performance, value creation, governance, reporting, and capital allocation through practical, execution-ready solutions

Fulltime

Credit Portfolio Senior Manager

The C13 VP (Team Lead) is a senior risk leader responsible for owning portfolio-...

Location

India , Mumbai; Gurgaon; Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10–18+ years of experience in credit card risk, consumer lending, or portfolio risk management
Bachelor’s or Master’s degree in Statistics, Economics, Mathematics, Engineering, or related quantitative fields
Demonstrated leadership of high-performing analytical teams
Expert-level understanding of credit card risk lifecycle and risk economics
Advanced analytics expertise (SQL, SAS/Python, portfolio analytics)
Strong command of risk modeling concepts (as a model consumer)
Exceptional executive storytelling and decision framing skills
Proven ability to lead teams while retaining hands-on ownership
Strong strategic judgment with enterprise perspective
Ability to influence without authority

Job Responsibility

Own end-to-end credit risk strategy for assigned credit card portfolios
Define and manage risk appetite, performance thresholds, and escalation triggers
Personally lead analysis and decision-making for high-impact or complex risk topics
Translate portfolio performance into loss, profitability, capital, and balance-sheet impact
Own enterprise ECM strategy across CLI, CLD, authorization controls, and line management
Define risk-based segmentation frameworks using behavioral, transactional, and bureau signals
Balance customer experience, spend growth, and loss containment
Ensure ECM actions align with regulatory, fairness, and reputational standards
Ensure ECM strategies are consistent with loss targets and growth objectives
Own risk strategy for new account acquisition across channels and products

Fulltime

Senior Advisor, Program Quality & Service Assurance

We are seeking a senior, hands-on delivery leader to serve as the program’s end‑...

Location

United States , New York

Salary:

122500.00 - 214600.00 USD / Year

Microsoft Corporation

Expiration Date

Until further notice

Requirements

Bachelor's degree in computer science, Engineering, Finance, Business, or related field AND 6+ years leadership experience in relevant area of business OR equivalent experience
10+ years of experience leading or governing complex, multi‑workstream technology programs, including responsibility for production operations and service quality
Demonstrated experience in a program‑level quality, service assurance, operations governance, or PMQA role
Experience both developing and successfully implementing QA standards and procedures
Proven ability to assess delivery and operational risk, challenge execution plans, and drive corrective action across engineering, operations, and vendors
Strong working knowledge of: Software delivery lifecycle and operational support models
Incident, change, and problem management concepts
Testing, telemetry, and observability as enablers of production quality
Exceptional stakeholder communication skills, with experience influencing executives, technical leaders, and external partners
PMP, ITIL, or equivalent service and program management certifications

Job Responsibility

End‑to‑End Program Quality & Assurance (PMQA): Serve as the program’s quality and service assurance authority across planning, build, release, and ongoing production operations
Develop, or enhance existing QA standards and process documentation that govern our delivery teams
Embed early in workstream planning to ensure quality, operability, and supportability are designed in — not retrofitted post‑deployment
Define, apply, and enforce program-level quality and readiness gates covering: Design and architecture fitness
Build and integration readiness
Test sufficiency and risk coverage
Operational readiness and support transition
Ongoing production stability
Review and approve delivery, testing, cutover, and operational plans, providing clear go / no‑go recommendations grounded in delivery and operational risk
Production Operations & Continuous Improvement Accountability: Maintain ongoing accountability for production quality, reliability, and service maturity of delivered solutions

Fulltime

Digital Assets Risk Specialist, Approvals & Portfolio Oversight, Senior Vice President

This role sits within newly created Digital Assets Risk Management team, part of...

Location

Ireland , Dublin

Salary:

109920.00 - 164880.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

Extensive experience with at least 2-3 years with direct experience in a blockchain native, large, complex financial institution or consultancy in Digital Assets role
Deep subject matter expertise in identifying and assessing risks unique to the digital asset class, including smart contract vulnerabilities, consensus mechanism exploits, specific DeFi protocol risks, and the nuances of various asset types like stablecoins, and tokenized securities
Sophisticated understanding of the end-to-end digital asset lifecycle, from issuance through to secure custody, on-chain transaction finality, with the ability to embed risk controls at each stage
Ability to build a risk and control framework tailored to digital assets, incorporating on-chain data monitoring for risk indicators, establishing governance for protocol interactions, and setting limits for specific crypto-asset exposures and concentrations
Ability to act as a key advisor on new digital asset initiatives from risk management perspective
Experience operating effectively in high-pressure, fast-paced environments, demonstrating resilience and sound judgment under ambiguity, particularly within an evolving regulatory and competitive landscape
Bachelor's degree required
Master's degree preferred

Job Responsibility

Strategic Risk Review & Analysis
Act as a key contributor to the 2nd Line of Defense (2LOD) approval authority for Digital Asset use cases firm-wide, supporting the assessment of the aggregate risk posture within their domain of expertise
Contributes to the implementation of the strategic vision for Digital Asset risk management within the portfolio, ensuring frameworks are effectively applied and aligned with Citi's risk appetite
Participate in efforts to challenge existing processes and contribute to the re-engineering of workflows to unlock efficiency and simplicity in Digital Asset risk management
Independent Analysis & Credible Challenge Support
Provide independent analysis and recommendations on Digital Asset initiatives, from strategy and design through execution and post-production monitoring, leveraging technical expertise in their chosen domain
Demonstrate deep subject matter expertise in critical Digital Asset risk areas, including market integrity, liquidity risk, operational resilience, smart contracts, distributed ledger technology, cryptography, custody solutions, interoperability, anti-money laundering (AML), combating the financing of terrorism (CFT), sanctions compliance, and consumer protection, to assess and mitigate novel risks, ensuring all Digital Asset use cases are robust and compliant with existing and emerging regulations, including new regulations related to stablecoins and crypto that have emerged in recent years
Assist in conducting thematic reviews to identify emerging risk trends and ensure the Control environment remains effective as Digital Asset technology evolves
Governance, Execution & Continuous Improvement
Support the execution and continuous refinement of the Digital Assets Risk Management Framework, assisting in adapting processes to meet evolving technological and regulatory demands

What we offer

A chance to develop in a highly innovative environment where you can use the newest technologies in a top-quality organizational culture
Professional development in a truly global environment
Inclusive and friendly corporate culture where gender diversity and equality is widely recognized
A supportive workplace for professionals returning to the office from childcare leave
An enjoyable and challenging learning path, which leads to a deep understanding of Citi’s products and services
We work hard to have a positive financial and social impact on the communities we serve
In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well
business casual workplace with a hybrid working model (up to 2 days working at home per week)
receive a competitive base salary (which is annually reviewed)

Fulltime

Senior Client Advisor Toronto Outlet

We are currently seeking a Senior Client Advisor to join our dynamic boutique le...

Location

United States of America , Manhasset

Salary:

20.00 - 22.00 USD / Hour

Groupe Kering

Expiration Date

Until further notice

Requirements

A preferred professional experience in providing a high-quality service focused on Client expectations, i.e. in fashion & accessory retail, in customer service or in luxury hospitality
Strong leadership and management skills, with the ability to motivate and inspire a team
Have personal taste and passion for the fashion culture, likes to create personalized looks
Have a natural business mindset and an entrepreneurial spirit
Open-minded and looking for a company valuing audacity and authenticity
Strong team centric attitude to achieve common goals
At ease with using tools and applications
learns fast with new technologies
Motivation to work in a fast-paced environment, able to multitask & prioritize
Proactive, enthusiastic, & with a problem-solving attitude

Job Responsibility

Manage the client advisor team and lead by example by achieving individual sales targets as well as ensuring the team meets their targets
Train new client advisors and provide ongoing training and development for existing team members
Create and maintain a positive work environment that encourages teamwork, creativity, and collaboration
Provide an outstanding client and after-sale service to all visitors and clients
Show passion in connecting and reconnecting with clients, putting them at the center, identifying their needs and anticipating their future requests
Cultivate a robust client portfolio to secure a proactive and growing business
Drive performance to exceed individual sales and KPI goals by having a business mindset and an entrepreneurial approach
Know how to create personalized, versatile, and timeless silhouettes for the client and demonstrating your passion for the fashion culture
Show a transparent and genuine attitude with the client and create a unique connection with them
Communicate in a professional and authentic way, with clients and colleagues

Fulltime

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Senior Portfolio Advisor

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