Expoint - all jobs in one place

Finding the best job has never been easier

Limitless High-tech career opportunities - Expoint

Citi Group Client Executive Hong Kong Treasury & Trade Solutions - Vice President 
China, Hong Kong 
533156317

29.08.2024

Treasury and Trade Solutions (“TTS”) is a key product group within Institutional Client Group (ICG) which supports clients from all sectors including Global Subsidiaries Group, TTLC, Public Sector, Financial Institutions and Commercial Banking. We offer a comprehensive set of digital and innovative solutions ranging from payments, collections, cards, liquidity management, channels, trade services, trade finance to structured supply chain financing.

Job Requirements/Key Responsibilities:

  • Manage a portfolio of top tiered corporate clients and develop an understanding of their businesses operations, transaction flows, organization structures, TTS needs and priorities;
  • Work closely in partnership with TTS Solution Sales and Banking teams, focusing on
    • Revenue growth, retention and attrition management, including monthly revenue tracking and analysis to ensure the relevant scorecards correctly reflecting TTS profitability
    • Identify and coordinate new cross sell opportunities including commercialization of new and enhanced solution offerings
    • Understand key TTS sales activities and strategies for clients within the portfolio and provide relevant supports
    • Drive revenue realization on deals implemented and track the progress of all deals at implementation stage
  • Penetrate client organization and cultivate client contacts working with TTS Solution Sales, Operations and Client Delivery to deliver superior client satisfaction
  • Work in partnership with TTS Solution Sales and Client Delivery in the preparation and delivery of TTS Relationship/Services Reviews
  • Prepare analysis and finding summaries on client transactions volume/trends, solutions structures and pricing for HK TTS Sales Head, Asia Client Executive Head and/or Solution Sales
  • Support client communication and management of Product migrations, regulatory changes and market updates
  • Take ownership and ensure all client enquiries, issues and requests are handled and addressed promptly either personally or through the engagement of CEM, Services/Ops, Banking and/or appropriate Product specialists, and utilize client forums such as Client at Risk and Deal at Risk to facilitate and drive resolution where necessary
  • Be the client advocate in navigating the Citi network to ensure client satisfaction
  • Develop and maintain industry/sector knowledge and trends
  • Ensure compliance with TTS Risk and Sales processes where applicable
    • Monitor challenged credit clients to ensure products suitable for client risk rating and classifications
    • Handle AML enquiries promptly to ensure adherence to Citi policies
  • Provide client feedback on products, processes and services needs to relevant internal partners

Skills/Competencies:

  • Excellent written and oral communication and interpersonal skills
  • Strong analytical, problem solving, time management and organizational skills
  • Proven track record of successful client focused activity, Back Office Cash Management or Trade Operations Experience
  • Self-driven and trusted team player
  • Mandarin speaking is mandatory


Qualifications:

  • Minimum 8 years of relevant experience in client management and financial services indust
  • Bachelor’s/University degree


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

Institutional SalesAccount Management


Time Type:

Full time

View the " " poster. View the .

View the .

View the