Mr. Ka Liu heads up the Investment Strategy & Portfolio Advisory Team of Wealth Management, Citibank Global Consumer Banking.

He leads a team of investment strategists and portfolio counselors to devise strategy and advisory on investment market and FX investment to frontline sales staff and clients. He also takes the role to be a seasonal trainer for relationship managers in the Customer Relationship Management Institute at Citi.

Mr. Ka Liu was District Investment Specialist before his current role and has more than 10 years of experience in investment analysis and portfolio management throughout his career in wealth management.

Mr. Ka Liu holds a degree in Sociology from the Hong Kong Baptist University and a Master’s degree in Finance with Distinction from the Hong Kong Polytechnic University.