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Associate Banker - Taiwan Team, Hong Kong

Associate Banker - Taiwan Team, Hong Kong

CitiHong Kong
17 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 .

    View the " EEO is the Law " poster. View the EEO is the Law Supplement .

    View the EEO Policy Statement .

    View the Pay Transparency Posting

    Job ID 25830278

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