SVP, Advisory Head - Wealth

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.