Citi Hong Kong - Citigold Relationship Manager
Who we're looking for
Citigroup Inc. is looking for a Citigold Relationship Manager to join the team!
What you will be doing
- Actively calling on clients to deepen relationships with affluent clients and proactively owning, responding to and anticipating any future needs, challenges or risks
- Uncovering customers’ underlying needs and expectations
- Introducing a wide range of investment, wealth management and treasury products to assist clients in building and strengthening an effective portfolio
- Delivering superior customer experience by proactive sharing markets updates, trend and intelligence
- Partnering with product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs
- Being forward thinking and planning ahead for ways Citi can differentiate itself from competitors
- Leveraging the expertise and capabilities of other Citi businesses to better achieve mutual business goals together
- Networking with clients in order to create new business contacts
- Driving innovation on the solutions we provide clients and further developing our business
Who you are
A successful Citigold Relationship Manager has these skills
- A good understanding of their role as a key builder and protector of the strong GCB culture that enables our teams to deliver remarkable experiences to clients
- Sound knowledge on banking, wealth management and investment products and process as well as a track record of providing sound banking and financial advice and solution to clients
- An optimistic and proactive approach to finding new opportunities for clients, delivers a simple, secure and seamless client experience
- Strong financial and analytic skills, and the resilience to quickly adapt priorities based on the latest data insights
- Ability to embrace new technology and understand the role digitization plays in the experience we deliver for our clients
Typically, someone in this role has the following experience
- A minimum of two years’ relationship management experience in retail banking industry
- University graduate in finance, economics, engineering or related disciplines, with a strong interest in treasury products
- Chartered Financial Analyst ( CFA ), Certified Financial Planner ( CFP ) or Certified Financial Marketing Planner ( CFMP ) is preferable, Qualified Financial Risk Manager ("FRM") is an advantage
- Achievement and result-oriented, with an aim to excel himself / herself
- Mature, independent, with excellent communication and relationship building skills
- A self-starter with passion, confidence and good team spirit
- Holder of HKSI LE paper 1, 7 & 8 and IIQE paper 1, 2, 3 & 5 or equivalent
- Good command of English, Cantonese and Mandarin
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 accommodation 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 .
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Citi Hong Kong - Citigold Relationship Manager
Who we're looking forCitigroup Inc. is looking for a Citigold Relationship Manager to join the team! customized solutions that meet clients' unique needsBeing forward thinking and planning ahead for ways Citi innovation on the solutions we provide clients and further developing our businessWho you areA successful Citigold Relationship Manager has these skillsA good understanding of their role as a key builder and protector Planner ( CFP ) or Certified Financial Marketing Planner ( CFMP ) is preferable, Qualified Financial Risk Manager
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