Talent.com
This job offer is not available in your country.
SVP, Advisory Head - Wealth

SVP, Advisory Head - Wealth

00541 Citibank (Hong Kong) LimitedKowloon Hong Kong
4 days ago
Job description

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Shape your Career with Citi

Citi Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We’re currently looking for a high caliber professional to join our team as Advisory Head 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.

Responsibilities :

Ensure the execution of the commercial strategy and accomplish sales and service goals assigned to the advisory team consisting of senior bankers and bankers (Citigold Private Client and Citigold)

Oversee managerial responsibilities such as daily task management, call and email queue monitoring, performance feedback, training, coaching, and ensuring timely processing and resolution of cases, executing and coordinating retention tasks when necessary

Oversee implementation of process improvements and efficiencies to mitigate risk and improve productivity, client experience and team morale

Maintain relationships with key clients, business partners and stakeholders

Review and approve account openings, negotiate interest rates, authorize occasional overdrafts and plan, organize, manage and control human resources, technological and supply needs

Manage activities related with the KYC (Know Your Customer) compliance policy and Anti-money Laundering policies

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.

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

10+ years of relevant experience

Bachelor's Degree in Business Management, Economics, Finance or similar field

Experience in product management, procedures, and regulations

Experience in management / coaching, including training and motivating others

Demonstrated leadership skills including mentoring, strategic planning, presentation, negotiation and delegation skills

Proven ability to provide feedback and prioritize

Demonstrated interpersonal skills with focus on relationship- and team- building and collaboration

Proven work ethic, self-motivation and efficient working attitude with a passion for innovation

Job Family Group : Consumer Sales

Job Family : Branch Sales

Time Type : Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and / or contact the recruiter.

Create a job alert for this search

Wealth • Kowloon Hong Kong

Related jobs
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong

Goldman SachsHong Kong, Hong Kong
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong.As a Wealth Management Professional, your responsibilities include : -Serve as the liaison for clients...Show moreLast updated: 17 days ago
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong

Goldman Sachs, Inc.Hong Kong
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong.Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong...Show moreLast updated: 17 days ago
Asset Management – Head of North Asia, Private Wealth Alternatives – Vice President

Asset Management – Head of North Asia, Private Wealth Alternatives – Vice President

JPMorgan Chase & Co.Hong Kong
Morgan Asset Management and lead a visionary team in revolutionizing the APAC Private Wealth Alternatives (PWA) business across the North Asia territory. Based in Hong Kong, this leadership role off...Show moreLast updated: 30+ days ago
Accenture Song - Customer Strategy Manager

Accenture Song - Customer Strategy Manager

AccentureHong Kong
Accenture Song accelerates growth and value for our clients through sustained customer relevance.Our capabilities span ideation to execution : growth, product and experience design; technology and e...Show moreLast updated: 11 days ago
Wealth Investment Product Expert - Wealth and Personal Banking

Wealth Investment Product Expert - Wealth and Personal Banking

HSBCHong Kong
Some careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take ...Show moreLast updated: 30+ days ago
Associate Relationship Manager (Hong Kong)

Associate Relationship Manager (Hong Kong)

HK10 - BJB Bank Julius Baer & Co. Ltd., Hong Kong BranchHong Kong
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth.Let’s shape the fu...Show moreLast updated: 17 days ago
Associate Relationship Manager (Hong Kong)

Associate Relationship Manager (Hong Kong)

Julius Baer GroupHong Kong
Associate Relationship Manager (Hong Kong)At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to cre...Show moreLast updated: 17 days ago
Advisory Consultant

Advisory Consultant

MaceHong Kong
At Mace, our purpose is to redefine the boundaries of ambition.We believe in creating places that are responsible, bringing transformative impact to our people, communities and societies across the...Show moreLast updated: 27 days ago
Wealth Planning Specialist (Insurance Product), Wealth Management

Wealth Planning Specialist (Insurance Product), Wealth Management

CITIC CLSAHong Kong
Provide wealth planning solutions, primarily using insurance / trust products, to high net worth and corporate clients for estate planning, succession planning, and asset protection.Act as an expert ...Show moreLast updated: 10 days ago
Wealth Planning Specialist

Wealth Planning Specialist

EFG InternationalHong Kong
Main Duties & Responsibilities.Meet with clients and EFG CROs to understand and identify opportunities regarding client wealth planning needs and objectives. As subject matter expert, conduct awaren...Show moreLast updated: 17 days ago
Team Head - Non-Bank Financial Institutions SVP

Team Head - Non-Bank Financial Institutions SVP

HaysHong Kong
My client is a renowned international bank in Hong Kong, and the FIG department is looking for a Team Head for the Non-Bank team, to expand the institutional business in Greater China.Team Head of ...Show moreLast updated: 11 days ago
Wealth Management Sales

Wealth Management Sales

Morgan McKinleyHong Kong
Strategic planning for business development.Bring in new pool of clients and maintain good relationships with exisiting HNW clients. Understand clients' needs in wealth planning and manage well thei...Show moreLast updated: 17 days ago
SVP - Finance, Venture Capital Fund

SVP - Finance, Venture Capital Fund

Page ExecutiveHong Kong
Financial Management & Reporting.Lead daily accounting and reconciliation for the Group and 24 offshore entities (funds and SPVs). Design and maintain a robust financial reporting framework, includi...Show moreLast updated: 17 days ago
Specialist, Sales & Advisory, Wealth Management Solutions

Specialist, Sales & Advisory, Wealth Management Solutions

DBS Bank (Hong Kong) LimitedHong Kong, Hong Kong
Manage daily business flow from Consumer Banking, Private Banking and Treasures Private Clients.Maintain the GFM product platforms on plain FX, FX derivatives and equity product ordering system.Col...Show moreLast updated: 15 days ago
SVP - Markets Specialist

SVP - Markets Specialist

CitiHong Kong, Hong Kong
Managed Investment products include Mutual funds, Alternative Investments (Private Equity, Real Estate and Hedge Funds) and Discretionary Portfolios managed by CIM (Citi Investment Management).Educ...Show moreLast updated: 17 days ago
Financial Planning Manager – Bancassurance Channel

Financial Planning Manager – Bancassurance Channel

Captar PartnersHong Kong
My client is a well-established financial institution with a strong reputation for excellence in retail and private banking. As part of their commitment to providing holistic financial solutions, th...Show moreLast updated: 17 days ago
Compliance Officer (Secondary Markets Compliance)

Compliance Officer (Secondary Markets Compliance)

CICCHong Kong
Reporting to the Head of Secondary Marketspliance, the right incumbent will be responsible for providngpliance coverage to the CICC group ofpanies (the “Firm”) for its Equities, FICC and Wealth Man...Show moreLast updated: 10 days ago
Infrastructure Project Manager - Vice President

Infrastructure Project Manager - Vice President

JefferiesHong Kong
Jefferies, the global investment banking firm, has served companies and investors for over years.Headquartered in New York with its European head office in London and staff in over global cities,...Show moreLast updated: 12 days ago