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Associate Banker - Taiwan Team, Hong Kong

CitiHong Kong

23 days ago

Job description

Responsibilities

Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
Assist the Banker with prospecting - conduct new client / prospect research, generate leads and develop prospects, network to identify referrals to new clients / prospects, and coordinate client events
Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
Client / prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
Assist the Banker in deepening the existing client relationship through deep-dive analysis
Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
Provideplete service support to client, including solvingplex client inquiries
Ensure appropriate documentation related to KYC / AML from the client and ensure all aspects of client records and documentation arepleted and updated
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by drivingpliance 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.

Qualifications :

2-5 years relevant experience

Knowledge of investments is required; banking and credit products desirable

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

AMFI, NSFI certifications preferred

Education :

Bachelor's / University degree or equivalent experience

Job Family Group :

Private Client Coverage

Job Family :

Private Banker Support

Time Type :

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable amodation to use our search tools and / or apply for a career opportunity review Accessibility at Citi .

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Job ID 25830278

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Associate Hong Kong • Hong Kong