Citi Group IPB Citigold Relationship Manager 

China, Hong Kong 

854372187

Citigold Relationship Manager(Internal Job Title: Citigold Relationship Banker - C12) 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 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:

Client Account Management

• Review Citigold customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs in China & Taiwan market

• Advise Citigold customers to enrich the relationships by mobilizing additional funds and sell other fee-based products/services based on the current and future customer needs.

• Review product penetration for the assigned client base, identify potential Citigold customers who can be sold tailored products to enhance product penetration

• Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.

• Organize Citigold customer events to enhance customer bonding.

• Acquire new Citigold customers through converting referral leads.

Compliance, Risk & Controls

• Ensure that KYC/AML and other compliance norms are strictly adhered to.

• 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.

• degree or equivalent experience

• 2-5 years relevant experience

• Ability to manage relationships both internal and external; Ability to multi-task

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

Time Type:

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