Insurance Specialist jobs at Citi Group in China

Responsibilities:

• Manage a portfolio of Top Tier Local Corporates and Global Subsidiaries and be responsible for TTS sales origination, cross-sell and retention across the portfolio
• Originate new TTS sales for clients, cross-selling TTS products and services to deepen wallet penetration, revenue realization and expansion, and driving customer satisfaction through quality service delivery
• Primary global or regional point of contact and accountability for TTS sales origination and related activities to clients
• Trusted advisor for the TTS solutions provided to clients and be responsible for overall client satisfaction
• Responsible for growing the TTS P&L of clients and oversee the sales process from origination to revenue realization for assigned clients
• Manage and drive the deal team and work closely with Relationship Managers, TTS Product, Client Delivery and O&T to achieve objectives
• Ensure consistent, professional delivery of all client management disciplines including: account planning, call reporting, lead generation, pipeline management, implementation acceleration, plus TTS relationship reviews
• Cultivate client contacts in the key buying centers that allocate and influence the client’s TTS-related wallet
• Identify client goals & financial needs that can be addressed through the TTS platform
• Identify opportunities for new deals across TTS product set and geographies including multi-product requirements
• Develop and maintain market knowledge through participation in conferences and keeping up to date on market trends affecting clients
• Manage and drive the global / regional teams for each account:
• Champion multi-product an d/or cross-regional solutions and pricing through the deal review process (Product Sales will be responsible for overall proposal creation and deal review)
• Ensure global team communication (e.g. call reports, CRM, emails)
• Drive overall client satisfaction with the TTS platform and build customer loyalty
• Respond to customer escalation for operational/customer service issues, including complex or cross-geography issues
• Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
• Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
• Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
• 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:

• 6-10 years of experience
• Customer service oriented person with excellent communication skills
• Accounting background with good aptitude
• In-depth knowledge of regulations, market practices and bank operations
• Demonstrated interpersonal, oral/written communication skills
• Analytical and Advanced problem solving skills
• Independently motivated and resourceful
• A sense of pragmatism and urgency in execution of strategy
• Innate leadership ability to galvanize resources across units
• Product, sales and business management experience.
• People with relevant Banking/Finance/Client Service or relationship management
• Ability to work with broad group of stakeholders

Education:

• Bachelor’s/University degree, 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.

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Responsibilities:

• Assist Team Manager to build revenue and volume momentum.
• Monitor individual telesales daily sales performance through call monitoring.
• Ensure a high standard of quality service delivered and coach telesales in order to achieve target.
• Review MIS report to measure telesales standard of performance.
• Handle and track customer complaints, investigate root cause and rectify with corrective and preventive measures.
• Provide training, team briefing, case sharing to enhance selling and servicing skills.
• Performs other duties and functions as assigned.
• 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:

• 0-2 years relevant experience
• Knowledge of consumer banking including credit card acquisition, portfolio management and insurance would be an advantage
• Demonstrated coordination, communication and negotiation skills
• Driven, results-oriented and able to work independently
• Proficient in Microsoft Office

Education:

• Bachelor’s/University degree or equivalent experience

Time Type:

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In this role, you’re expected to:

• Consult with clients to develop appropriate sourcing strategy, such as internal direct sourcing, networking, and social recruitment

• Source applicants, screen resumes, interview and assess candidates and provide list of qualified candidates to hiring managers

• Partner with respective Human Resource Advisors, compensation leads, and hiring managers to prepare reasonable and fair offers for internal and external talent

• Research markets and peer organizations to identify candidates, and provide positive candidate experience for internal and external candidates

• Participate in diversity recruiting events and activities

• Provide stakeholders with market data and activity information to assess talent pipeline for current and future needs as well as facilitate feedback conversations with key stakeholders and candidates

• Ensure all hiring policies and procedures are adhered to and that “best practice” recruitment guidelines are administered throughout the process

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

• At least 5- 8 years of relevant experience

• Experience in front office recruitment/sourcing for the financial services industry is required

• Consistently demonstrates clear and concise written and verbal communication

• Fluent business level Cantonese, Mandarin and English is preferred

Education:

• Bachelor’s degree/University degree or equivalent experience

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.

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

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Responsibilities:

• This role is based within Wealth Markets, covering direct client activity in cash equity, listed derivatives and light OTC exotic equity products (e.g. equity swap, OTC accumulators, structured products). This position will be as a member of the execution team involved in covering Private Bank clients directly.
• Part of the integrated client team, delivering execution strategy recommendations to active Private Bank trading clients and internal Marketing teams.
• Actively market and develop a dedicated client base of between 20-30 long term accounts in order to achieve business revenue and service objectives. Identify client needs and objectives within overall investment objectives and match to service delivery capabilities.
• Develop and update market intelligence to introduce single stock ideas through Citi Research and CPB research functions.
• Maintain rigorous risk management approach with clients on their exposures in line with client risk tolerances.
• Responsible for increasing sales across the product set from cash equities and listed derivatives to OTC derivatives (vanilla, barrier, equity swap, accumulators and decumulators).
• Communicate/deliver/close on client investment proposals and new account pitches as part of the overall client team.
• Ensure conformity with global Firm standards of client service, regulatory, compliance, and operating model.
• Increase connectivity and engagement between Markets and Wealth clients and staff.
• Actively participate in daily morning meetings and marketing team sales calls
• Assist with the roll-out and development of the IT projects needed to expand and improve on the platform.
• 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:

• 6-10 years of experience.
• Proven sales and trading experience in financial services and structured products, including equity derivatives and light exotic products. Exposure to High Net Worth Private Bank clients and Family Offices would be beneficial.
• Good interpersonal and communication skills essential. Ability to develop strong working relationships across functional and geographical lines.
• Strong IT skills essential. Ability to work to tight deadlines.
• Regulated role with applicable/mandatory licenses and/or qualifications.
• Language proficiencies in Cantonese, English and Mandarin.

Education:

• Bachelor's/University degree, Master's degree preferred

Time Type:

Shape your Career with Citi

We’re currently looking for a high caliber professional to join our team as(Internal Job Title: Client Service Specialist -C05) 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:

The Service Specialist ensures an excellent level of customer service in order to achieve their full satisfaction, managing the resources of the Branch, seeking to generate from the arrival of the client to the branch "Exceptional Experiences".

• Coordinate the application of the Attention and Operation Model in Branch
• Promote the products / Services of the Institution in the clients' yard and intensify with the clients the promotion to make the use of self-service means.
• Coordinate adequately the material resources and the employees of the Branch.
• Efficiently contribute with the control and security functions with the personnel designated as responsible for this function.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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.
• Perform efficient and accurate banking transactions including, managing cash supply for the branch, processing incoming/outgoing cash deposits

• Bachelor's/Universitydegree or equivalent experience
• Experience in customer service, sales and/or referencing in branches
• Consistently demonstrates clear and concise written and verbal communication
• Able to build connection between our digital platform and our clients
• Remodeling our clients banking behavior in embracing digitization

Time Type:

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, based in Hong Kong.

Responsibilities:

• Lead and drive product technology, platform / automation and other projects. This will include project management, user acceptance testing and technology fixes for the entire team.
• New Product and New Markets development and approvals
• Structured products / Securities advisory - Product idea generation, Investment themes, Payoff / Product recommendations, Product innovation
• Order Management / Book-Building
• Dealing and Execution of Structured Products (Cross Assets) / Securities internally and externally (interbank market)
• End-to-end Product Life Cycle management
• Recognized technical authority for an area (i.e. subject matter expert) within 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:

• 6 - 8 years of working experience in financial institutions in similar role / capacity
• Expected knowledge and experience of this individual will be as follows:
• Knowledge and experience in leading technology projects and enhancements for straight through processing (STP) systems and workflows.
• Knowledge of structured products / securities processing lifecycle including order placement, bookbuilding, trade capture, dealing / execution, confirmation, settlement and life cycle management.
• Knowledge and experience / exposure to financial markets, various capital markets products (structured products and securities) and various asset classes (equities, fixed income, commodities, ETFs etc)
• Knowledge and experience in managing regulatory requirements, across local and US regulatory frameworks with specific reference to trading and distribution activities
• Ability to / experienced in working with various stakeholders across different teams / functions
• Regulator license to Deal / Advise in Securities

The required competencies of this individual will be as follows:

• Self-motivated / Takes the Initiative
• Ability to work both independently and within a team
• Keen and fast learner
• Risk Awareness and Good Judgement
• Ability to work in an agile development environment
• Resilient and able to handle tight timelines and datelines plus work pressure
• Versatile and resourceful
• Well organized / Ability to multi-task with speed and accuracy
• Astute in Problem Solving
• Strong Analytical Skills
• Ability to work accurately with strong attention to detail and quality assurance
• Service oriented approach
• Strong communication, diplomacy and relationship building skills
• Strong PC skills including Work, Excel, PowerPoint, and applicable internal systems
• VBA and python is a plus

Education:

• Bachelor's/University degree, Master's degree preferred

Time Type: