דרושים Investment Specialist Consumer Banking ב-Citi Group ב-סין

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Hybrid(Internal Job Title: KYC Operations Analyst 2– C10) 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:

• Conduct client profile reviews for customer accounts
• Review all information and documentation ensuring compliance with local regulation and Citi standards
• Update KYC forms and client profiles according to policy requirements
• Follow up with clients to ensure information is received before due dates
• Perform KYC tasks, including monitoring and tracking of the KYC records and Appendix approval process, assisting with the development and execution of action planning for expiring records, and ensuring records are not past due
• 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:

• 0-2 years of relevant experience
• Experience in banking operations, preferably in the client account opening and pre-requirements proces
• Bachelor's degree/University degree or equivalent experience

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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

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* You are in your final year of university or have graduated with a Bachelor's degree or equivalent, in any discipline with top academic record from a leading university
* Dynamic with exceptional analytical skills
* You have demonstrated strong leadership, teamwork, and communication skills
* You have an interest in business and some knowledge of the global or domestic business landscape.

We'll also be looking for the following:
* Commitment to personal growth and career development, a strong desire to learn, and success in team environments
* Strong communication, planning, and organizational skills
* Desire to develop a deep understanding of the financial industry
* Unquestioned commitment to integrity and ethical decision-making
We're committed to teaching you the ropes. The Analyst program begins with intensive training program. After a placement process based on your interests and our needs, you will be matched with an Investment Banking team. While you're in the Analyst role, you're eligible to participate in Citi's mentorship program which will provide further training and guidance during and after the program from senior leaders within the firm.

The Investment Banking group advises corporate clients who want to raise funds in capital markets and who need strategic support in financial transactions. Initiatives you may be working on with clients include mergers; acquisitions; divestitures; financial restructurings; underwriting; and distributing equity; debt; and derivative securities.

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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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