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Citi Group Vice President District Investment Specialist 
China, Hong Kong 
139007917

09.07.2024

Citi Global Wealth (CGW)

We’re currently looking for a high caliber professional to join our team asVice President, District Investment Specialistbased 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 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.

In this role, you’re expected to:

  • Build, lead, manage and motivate a cohesive team of high performing sales professionals to meet the business goals

  • Responsible for sales performance and efficiency metrics.

  • Lead and direct the development, management and execution of the Telesales roadmap, and major strategic sales channel initiatives, through the development of collaborative working relationships, across all stakeholder groups.

  • Foster working relationships with regional and/or global sales teams to facilitate regular reporting requirements, cross country sales initiatives, reward and recognition programs, channel forums and to benchmark sales performance, share and leverage best practice.

  • Benchmark sales performance and practices with Global best practice and establish links with appropriate Citi Global/Regional stakeholders to share and leverage best practice.

  • Drive accountability, delivery and execution of sales performance through internal and/or external call centers ensuring appropriate engagement and commitment to the sales vision and sales targets.

  • Identify opportunities to leverage and build on existing technology infrastructure, enabling added functionality and capabilities to drive improved sales performance

  • Management of capacity planning process for Telesales by working with internal partners to ensure the right amount of people are available at the right time to maximize return on campaign investment.

  • Ensure compliance with internal policies and local regulatory guidelines, and in all internal and external dealings with customers, partners and regulators.

  • 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.

  • degree in economics or financial discipline or equivalent experience

  • 6-10 years experience in investment sales and sales management

  • Demonstrated knowledge of investment products

  • Proactive leadership and motivational skills

  • Team player and experienced with managing relationships

  • Self-motivated and detail oriented

  • Detail-oriented and meticulous

  • Mandatory certifications as required for selling financial products, i.e. HKSI Paper 1, 7 & 8 and IIQE 1, 2, 3 & 5

Consumer Sales


Time Type:

Full time

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