Senior Vice President, Client Onboarding Group Manager

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’s 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 Senior Vice President , Client Onboarding Group Manager - Hybrid (Internal Job Title : Client Onboarding Group Manager - C14) 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 believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.

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.

We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.

In this role, you’re expected to :

The Hong Kong Client Onboarding Hub Operations Head is responsible to lead a team of professionals and support Know Your Customer (KYC) profiling for Citi Private Bank clients. Requires comprehensive knowledge of KYC, Anti-Money Laundering, and Regulatory requirements to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity. Generally accountable for delivery of a full range of services to one or more businesses / geographic regions. Excellent communication skills required to negotiate internally, often at a senior level. Accountable for the end results of an area. Exercises control over resources management, policy discussions, Full management responsibility of a team or multiple teams, including management of people, budget and planning, to include performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval.

Responsible to lead a team of subject matter experts and ensure a quick and seamless onboarding experience for clients.

Continue to innovate and improve onboarding processes to exceed clients’ expectations.

Be a proactive risk manager and ensure requests are processed in a timely manner with the highest quality

Establish relationships and meet regularly with Market Executives, Bankers, Business Managers, and ensure optimal partnership

Lead by example and work to onboard new client relationships and additional members by completing client risk profiles and process relationship updates using Citi onboarding applications in a timely manner.

Liaise with downstream partners until requests are completed and maintain constant communication with Banker team partners.

Ensure all documentation received is current, accurate and complete.

Partner with partners like Compliance, Anti-Money Laundering, other Onboarding teams etc. to ensure expedient, efficient and seamless processing

Provide the highest level of customer service and teamwork to Banker teams and other internal partners.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the firm, 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 :

Bachelor's / University degree, Master's degree preferred

10+ years of experience in the financial services industry preferred

8+ years of experience in the wealth management industry preferred

Licensing (Series 7, 63 and 65 or 66) beneficial but not required

Demonstrable change management and continuous improvement experience by tracking records and striving for process efficiency

Excellent oral and written communication skills

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

Job Family Group :

Private Client Coverage

Job Family : Client Onboarding

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.