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Citi Group Banking Executive 
China, Hong Kong 
530372979

09.07.2024

Citi Global Wealth (CGW)

We’re currently looking for a high caliber professional to join our team asBanking Executivebased 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:

  • Proactively approach Citi clients to establish real needs, understand the client and their requirements, and interest them in Citi’s products

  • Provide advice and product information to Citi clients as appropriate, outlining features and benefits

  • Build and maintain new and existing customer relationships

  • Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to new and existing customers

  • Achieve or exceed decided sales targets

  • 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.

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

  • Bachelor’s degree/University degree or equivalent experience

  • Previous relevant experience in financial sales and customer service preferred

  • Consistently demonstrates clear and concise written and verbal communication

  • Proficient computer and technology skills

  • Demonstrated sales skills

  • Effective problem-solving and negotiation skills

  • Demonstrated Influencing and relationship management skills

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

Consumer SalesField Sales


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