Citigold Relationship Manager jobs at Citi Group in China

Responsibilities:

• The Vice President-level Analyst will have primary responsibility to help Citi Research establish, obtain license, and manage its new Shanghai-based Research unit
• Coordinate closely with key internal partners in Markets, Compliance, and Operations to establish, obtain license and manage this unit.
• Supervise the office and the research team, including conducting due diligence and sign-off research product published by juniors in the Shanghai office.
• Stock coverage, with responsibilities including building financial models, writing research reports, and communicating research ideas to institutional investors.
• Make Investment Recommendations
• Arrange company visits and regular management contact for investing clients and due diligence purposes
• Attend industry conferences and speak to industry contacts
• Track company events and earnings
• Develop financial models and valuation techniques
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Experience in Equity Research department operations and management in the PRC
• Attainment of all necessary CSRC licenses (or any other licenses / qualifications as required) for carrying out securities and other regulated activities
• Experience supervising a team.
• Minimum 7 years' experience in equity research or related fields
• Strong written and spoken English. Fluency in Mandarin Chinese a must
• Distill research into an investable thesis and write report/note
• Market ideas to internal constituents and clients via phone calls and client marketing trips
• Help facilitate direct corporate access for investors
• Provide independent (regulatory controlled)
• Secure and maintain applicable licenses

• Bachelor’s/Universitydegree, Master’s degree preferred

Time Type:

Hybrid(Internal Job Title: Client Service Officer – C12 - C13) 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.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
• 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:

• Client liaison for tax related matters, taking end to end ownership for client queries
• Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants
• Establish and lead (or support team lead to build) a high-performing Client Tax Service Team from scratch
• Develop and implement tax service strategies, processes, and best practices to support client needs.
• Train, and mentor client service professionals to ensure excellence in service delivery.
• Collaborate with senior leadership to align tax services with business objectives.
• Develop (or support team lead to develop) standard operating procedures for efficient tax service delivery.
• Implement risk management strategies to minimize exposure to tax penalties and audits.
• Serve as the primary subject matter expert and partner for clients
• Build strong internal and external client relationships, acting as the main point of contact for all tax-related matters
• Provide insights and recommendations to optimize tax efficiency and minimize liabilities
• Coordinate with internal control partners, operations teams, legal, and compliance teams to ensure seamless service delivery.
• Effectively manage risk and compliance related situations in his/her area and in defining and generating various KPIs / metrics, its measures and reporting
• Working with Private Banking Teams to ensure client tax forms are valid and up to date

As a successful candidate, you’d ideally have the following skills and exposure:

• 5-10 years of experience
• Trilingual in Cantonese, Mandarin and English
• Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
• Ability to problem solve and analyse data with demonstration of attention to detail
• Strong verbal and written communication skills
• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience
• Knowledge of investments, banking, and credit products
• Tax knowledge and experience: exposure to tax processes, particularly in relation to tax documentation (e.g., W-9, W-8, FATCA), and regulatory requirements
• Experience with the formation and monitoring of appropriate SLA’s
• Excellent use of the suite of Microsoft products (e.g., Word, PowerPoint, Excel).
• Bachelor's/University degree

Time Type:

Citi Corporate Bank serves as the conduit of Citi’s full product suite to clients through holistically managed relationships across our unparalleled network.

The Senior Relationship Manager will be part of the Financial Institution teams of Hong Kong Corporate Banking. This is a senior-level position responsible for managing and growing a portfolio of financial institutions client relationships, by identifying customer needs and deploy resources across Citi’s platforms and network to address those needs. The role is also responsible for managing all credit, risk and control aspect of the relationships. He / she is required to work closely with partners in banking, products, risk and control, as well as with colleagues across Citi’s global network to deliver best-in-class solutions and services to our clients and our colleagues

Responsibilities:

• Expand a portfolio of financial institutions clients with varying / complex financial and servicing needs with the objective of driving revenue growth and enhancing returns while maintaining sound risk and control in line with Citi’s standards, policies and procedures
• Cross sell various products and solutions across Citi platform, including Banking (loans, capital markets and other funding solutions), Markets (FX, rates, credits, multi-assets and structured solutions), Treasury and Trade Solutions, Securities Services and others
• Cultivate senior client relationships at C-Suite level
• Manage all credit aspects of the relationships including annual reviews, transaction execution, early problem recognition, and remedial management
• Appropriately assess risk in business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policies, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
• Foster strong team and partnership culture via close engagement with department teams, senior management, partners in products, risk and control, and colleagues across the global Citi network
• Support department initiatives including talent development, process enhancement, new policy / procedure rollouts and others

Qualifications:

• 8+ years of relevant experience with strong track record
• Comprehensive knowledge of credit analytics and financial modelling
• Proven expertise in relationship management, risk assessment and compliance with control
• Fluency in English. Mandarin/ Cantonese is preferred

Education:

• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Time Type:

The Emerging Corp Relationship Manager is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.Responsibilities:

• Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations;
• Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues;
• Introduces solutions to clients in building and strengthening an effective portfolio;
• Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs;
• Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met;
• Identifies cross-sell opportunities to deepen and increase share of wallet;
• Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
• Supports the Senior Relationship Managers in structuring deals that balance risk and reward;
• Maximizes client experience by proactive sharing markets updates, trend and intelligence;
• Assists Senior Relationship Manager or Team Leader in in the research and identification of prospective clients;
• Networks with clients to identify avenues for new business opportunities
• Prepares /oversees new transaction submissions & annual reviews for the submission to the in-business credit lending management and independent risk department
• Actively protects Citi’s assets and reputation by being the first line of defense from credit risk management perspective
• Ensures compliance with regulatory requirements and Citi's policies / guidelines at all times
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 5-8 years of experience
• Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
• Demonstrates core credit skills
• Demonstrates an intermediate level of Early Warning Detection skills
• Demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts
• Demonstrates advanced understanding of accounting principles, financial modeling and statement analysis
• Ability to work effectively in team setting
• Excellent interpersonal, communication and influencing skills
• A self-starter, with positive/can-do approach, embraces changes and is bold;
• High level of energy, enthusiasm and motivation
• Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
• Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.
• A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
• Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
• Able to quickly adapt priorities based on the latest data insights
• Must have a sharp business development focus and demonstrative innovative approaches

Education:

• Bachelor’s/University degree or equivalent experience

Time Type:

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Responsibilities:

• Plays a role in developing and managing the implementation of digital product suite for new and existing customers across businesses
• Works across multiple lines of business to deliver value added enhancement to the customer engagement platforms
• Enhance customer experience across online and offline assets through testing, personalization and automation of customer journeys
• Performs project management on small to medium scale projects from inception through to delivery
• Supports the product and partner teams in the development of digital tools and all web assets providing guidance on best practice and upcoming market trends/opportunities
• Brings innovations in tools to improve responses and design
• Manages key projects/digital initiatives and deliver positive outcomes in line with business deadlines
• Meet Key Performance Indicators; meet Customer Satisfaction and Net Promotor Score goals
• Supports website, innovating to deliver a remarkable customer experience, drive conversion and better engagement with the brand and products
• Track and manage production issues and work with relevant technology and local teams to expedite solutions
• Participates in monthly releases and performs business sanity testing
• Provide Subject Matter Expertise and direction for insights gained from experience on digital product project delivery
• Attend digital industry events and courses to remain up to date with industry trends and innovation; share relevant learnings and opportunities with the digital community
• Develop and deliver world class digital program and functionality delivery
• Prepare consistent and uniform reporting outputs that provide direction for optimization
• Provide accurate and valuable MIS for key stakeholders to ensure a Digital first approach to all activities
• Work as problem solver for key initiatives across multiple business areas to deliver digital projects
• Leverage local, regional and global relationships to ensure delivery of key projects and initiatives
• Maintain relationships with key stakeholders across the business
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 2-5 years relevant experience
• Excellent numerical/analytical capability
• Consistently demonstrates clear and concise written and verbal communication
• High level of proficiency in Microsoft Office applications
• Ability to think strategically and then execute upon that design
• Proven ability to plan and coordinate

Education:

• Bachelor’s/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Time Type:

Shape your Career with Citi

We’re currently looking for a high caliber professional to join our team as- Hybrid (Internal Job Title: Market Risk Sr Group Manager -C15) 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:

• We empower our employees to manage their financial well-being and help them plan for the future.

• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

In this role, you’re expected to:

• Responsible for management of market risk across various portfolios

• Identify, monitor and analyze risks in the market specific portfolios

• Identify, examine and preserve major drivers of risk and returns, analyze trends and explain changes.

• Analyze standard loss measures, risk return metrics, and the risk appetite framework.

• Review scenario analysis to assess potential financial impact to Citi.

• Economic and regulatory risk capital concepts and analyze major drivers

• Participate in the methodology setting for VaR and review inputs/outputs of VaR as well as P&L back testing

• Consider limit exception requests, model validation requests, and permitted product requests.

• Consider market risk approval for new model validations and well as existing model revalidations.

• Monitor financial markets and understand its implications to market risk exposure.

• Develop tools for on-going portfolio reviews and produce “deep dive” analysis for senior management.

• Produce presentations (regular and ad-hoc) for senior management and regulators.

• Monitor financial markets and understand its implications for the firm.

• Review scenario analysis to assess potential financial impact to Citi.

• Economic and regulatory risk capital concepts and analyze major drivers

• Work collaboratively with Citi business/functional line management, risk and finance groups

• Represent Citi on critical regulatory matters as required. Serves as liaison with regulatory examiners, Internal Audit, and external auditors on critical Risk issues and oversees the implementation of related remediation.

• Manage a team or multiple teams of Risk professionals. Responsible for hiring, compensation, performance appraisals, staff development, training, etc.

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

As a successful candidate, you’d ideally have the following skills and exposure:

• An extensive years of relevant experience

• Subject Matter Expert in financial instruments, risk metrics and Market Risk Management

• Expert analytical, technical and quantitative skills

• Expert knowledge of treasury, market risk and liquidity management and knowledge of secured financing, securitization, and derivative products

• Excellent written and verbal communication skills

• Must be a self-starter, flexible, innovative and adaptive

• Highly motivated, attention to detail, team oriented, organized

• Developed presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging

• Ability to interact and communicate effectively with senior leaders

• Demonstrated ability to assess complex issues through root cause analysis and other analytical techniques; structure potential solutions; drive to resolution with senior stakeholders

• Ability to influence and lead people across cultures at a senior level using sound judgment and successful execution, understanding how to operate effectively across diverse businesses

• Comfort navigating complex, highly-matrixed organizations

• Excellent project management and organizational skills and capability to handle multiple projects at one time

• Proficient in MS Office applications (Excel/VBA, Word, PowerPoint) and SQL

• Programming/modeling experience

• CFA or Financial Risk Management (FRM)

• Bachelor’s/University degree, Master’s degree preferred and managerial experience

Time Type:

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Time Type: