Senior Portfolio Advisor Job at Citi (Hong Kong)

Senior Portfolio Advisor

The Senior Portfolio Advisor, North America will report to the Head of Portfolio...

Location

United States , Beverly Hills; San Francisco

Salary:

170000.00 - 300000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience, preferably in developing and implementing Investment strategies
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 medium
US Only: Securities Industry Exam, S7 & S66
NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
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

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
planned time off (vacation)
unplanned time off (sick leave)
paid holidays
discretionary and formulaic incentive and retention awards

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

Senior Medical Advisor – Rare Disease & Inflammatory Disease

In this senior role, you will provide medical leadership across Amgen's rare dis...

Location

United Kingdom , Cambridge

Salary:

Not provided

Amgen

Expiration Date

Until further notice

Requirements

Degree educated
Medical affairs experience, gained within pharmaceutical or biotechnology company
Previous people management and/or leadership experience leading teams, projects, programmes, or resources is desirable but not essential
Proven experience as a final ABPI signatory
Demonstrated ability to work independently while building strong cross-functional partnerships, leveraging strategic thinking, commercial acumen, agility, and effective communication to adapt quickly and deliver business objectives in a dynamic environment
Product/therapeutic area knowledge within rare diseases and/or inflammation experience is preferred, but not mandatory

Job Responsibility

Co-lead cross-functional brand strategy for designated products across the rare disease and inflammatory disease portfolio
Provide medical leadership to ensure global and regional strategy is translated effectively into local priorities and plans
Engage external experts, professional organisations, and other key stakeholders to inform strategy and strengthen scientific partnership
Partner with marketing, value and access, and other internal stakeholders to support lifecycle planning and patient access initiatives
Contribute to UK and Ireland affiliate strategy and tactical planning in close collaboration with regional and global colleagues
Support evidence generation planning, including collaboration on company-sponsored studies and review of investigator-sponsored study proposals
Work with clinical operations to identify appropriate sites and investigators for future company-sponsored research
Lead and develop assigned team members through effective line management, including coaching, performance development, capability building, and oversight of resource planning
Deliver therapy area and product-specific medical training to internal stakeholders as required
Provide medical review and approval support for promotional and non-promotional materials in line with applicable standards and governance

What we offer

Broad opportunities to develop your career and grow across a global organisation
An inclusive culture where colleagues are encouraged to contribute ideas, collaborate openly, and make an impact
A competitive total rewards package covering health, financial wellbeing, work-life balance, and career support
Flexibility for home working in line with business needs

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

Senior Wealth Advisor

We are looking for an experienced Senior Wealth Advisor to serve clients by deli...

Location

United States , Cleveland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

10+ years of experience in financial advisory, private wealth management, or a closely related client-facing investment role
Strong background in financial planning with the ability to integrate investment, tax-aware, retirement, and estate-related considerations into client recommendations
Demonstrated success managing high-touch client relationships and supporting sophisticated wealth management engagements
Working knowledge of portfolio construction, performance review, and ongoing investment monitoring
Experience using financial planning software to prepare analyses and communicate recommendations clearly
Ability to manage multiple client priorities, administrative details, and follow-up tasks with accuracy and professionalism
Excellent verbal and written communication skills, with the confidence to lead client conversations and present complex information clearly

Job Responsibility

Guide complex client relationships independently while also partnering with fellow advisors to deliver coordinated wealth management support
Evaluate each client’s financial position, goals, and comfort with risk in order to recommend tailored portfolio allocations and planning strategies
Carry out investment and planning activities such as portfolio rebalancing, cash transfers, distribution planning, tax-aware strategies, charitable giving analysis, lending reviews, and education funding coordination
Track account activity and investment results, assess portfolio performance, and recommend adjustments when client circumstances or market conditions warrant changes
Oversee day-to-day servicing needs by coordinating account paperwork, transaction processing, reporting preparation, and transfer follow-through
Communicate directly with clients to address account questions, discuss market developments, respond to service requests, and provide guidance on planning matters
Build and refine comprehensive financial plans using planning software, then present practical recommendations and next steps to clients
Organize for client meetings, participate in discussions, and ensure all agreed follow-up actions are completed accurately and on time
Develop customized presentations and proposals that demonstrate the firm’s approach and value to prospective clients

What we offer

medical, vision, dental, and life and disability insurance
eligibility to enroll in company 401(k) plan
free online training

Fulltime

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