How would you describe what you did at
Citigroup?
* Developed /refined asset allocation strategies and model portfolios for key countries given the changing market dynamics * Developed monthly research commentary, including the analysis of macro environment, equity and fixed income markets * Presented market updates to key regions on a regular basis and supported regions with clients' questions * Analyzed and evaluated new investment products proposed by regions, including but not limited to the analysis of investment objective, underlying assumptions, investment process, risks/returns and suitability * Supported countries with the due diligence analysis of new investment products and new fund providers * Conducted ad hoc analysis for regions regarding asset allocation, investment commentary and products * Developed and launched financial planning model for high net worth clients in Singapore to enhance integrated relationship centric investment sales; The model was proved to be a successful competitive edge in the market * Conducted business analysis for key markets periodically, including product mix, yield, financials, redemptions and sales productivity; came up with feasible recommendations in order to close the sales gaps * Explored the new products/advisory opportunities to fulfill unmet consumers' needs in new segments and markets * Led the comprehensive analysis of the Singapore investment market; developed strategies for the business growth * Explored opportunities in alternative channels for further investment products growth, including developing cross-sell strategies with other Citigroup businesses * Led the wealth management strategic assessment in key retail bank markets across key products and process components of the proposition (e.g. assets, liability, investments, insurance, sales & distribution)
Posted @ 05:52PM, September 06, 2007
by Lerong Kang | Permalink
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