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AVP, FX Counselor Sr. Analyst, Private Bank Capital Markets
CitiHong Kong
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Job Overview
At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.
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Citi Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We’re currently looking for a high caliber professional to join our team as AVP, FX Counselor Sr. Analyst (Internal Job Title: FX Counselor Sr. Analyst - C12) based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
We empower our employees to manage their financial well-being and help them plan for the future.
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We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.
In this role, you’re expected to:
The FX Counselor Sr. Analyst is an Intermediate Level role responsible for covering client Foreign Exchange activity in the Private Bank. The overall objective of the candidate is to provide bespoke foreign exchange advisory and execution services to our Private Bank clients. The ideal candidate will act as a trusted advisor, helping clients navigate the complexities of global currency markets to protect and enhance their wealth across borders and will be responsible for developing and maintaining deep client relationships, understanding international unique international financial needs, and delivering tailored FX solutions.
Responsibilities:
Build and maintain strong relationships with high-net-worth clients to become their primary point of contact for all FX-related matters.
Proactively engage clients to understand their international business, investment, and personal financial objectives, including risk tolerance and liquidity needs.
Provide expert advice on managing currency exposures related to personal investments and cash flows.
Design, structure, and implement customized FX hedging and investment strategies using a full range of products, including spot, forwards, swaps, and options.
Deliver sophisticated market analysis, insights, and commentary on global macroeconomic trends and their impact on currency markets.
Collaborate closely with Private Bankers, Investment Counselors, and Wealth Planners to provide an integrated and holistic service that aligns with the client's overall wealth management plan.
Execute FX transactions efficiently, ensuring best-in-class pricing and execution quality for clients.
Monitor global currency markets in real-time to identify opportunities and risks for clients.
Support Private Bankers in identifying and acquiring new clients with significant FX needs.
Identify opportunities to deepen relationships and expand the scope of services offered to existing clients.
Ensure all activities are conducted in strict adherence to internal policies and external regulatory requirements.
Qualifications & Experience:
Education:
Bachelor’s degree in Finance, Economics, Business Administration, or a related field. An advanced degree (MBA, MSc Finance) or professional certification (CFA) is highly preferred.
Experience:
Minimum of 7-10 years of experience in an FX sales, trading, or advisory role, with a significant portion focused on serving high-net-worth or institutional clients.
Proven track record of building a client book and successfully managing client relationships in a private banking or wealth management environment.
Demonstrable experience in structuring and executing a wide range of FX derivative products.
Skills & Competencies:
Technical Skills:
Expert-level knowledge of foreign exchange markets, macroeconomic drivers, and derivative products.
Proficiency with financial market data platforms such as Bloomberg and Reuters.
Strong quantitative and analytical skills.
Soft Skills:
Exceptional interpersonal and communication skills, with the ability to articulate complex financial concepts to a sophisticated clientele.
A strong sense of integrity, professionalism, and discretion.
Proactive, entrepreneurial, and client-centric mindset.
Ability to perform effectively under pressure in a fast-paced, dynamic environment.
Excellent collaborative skills and ability to work as part of a cohesive team
This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme’s principles. For further details, please refer to the public website of HKAB.
Working at Citi is far more than just a job. A career with us means joining a family of dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Take the next step in your career, apply for this role at Citi today
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Job Family Group:
Private Client Product Services------------------------------------------------------
Job Family:
Investment Capital Markets------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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