Citigold Private Client (CPC) Banker

Responsibilities

Client Account Management

Review CPC customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.

Advise CPC customers to enrich the relationships by mobilizing additional funds and sell other fee based products / services based on the current and future customer needs.

Review product penetration for the assigned client base, identify potential CPC customers who can be sold tailored products to enhance product penetration

Ensure coverage of all relationships through customer engagements, risk profiling and

financial planning.

Organize CPC customer events to enhance customer bonding.

Acquire new CPC customers through converting referral leads.

Ensure that KYC / AML and otherpliance norms are strictly adhered to.

Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.

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 :

Over 8 years of relationship manager experience

Obtain HKSI 1,7,8 and IIQE 1,2,3,5

Education :

Bachelor's / University degree or equivalent experience

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Job Family Group :

Private Client Coverage

Job Family : Relationship Banker

Time Type :

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Job ID 24819635