About This Role
Connecting millions of people across hundreds of cities and countries every day, this role focuses on serving affluent to ultra-high net worth clients within Citi Wealth. The Citigold Relationship Manager advises customers on asset allocation, mobilizes additional funds, and sells fee-based products to enrich relationships. This position is based in Hong Kong and involves proactive client engagement and financial planning.
Responsibilities
- Review Citigold customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs
- Advise Citigold 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 Citigold 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 Citigold customer events to enhance customer bonding
- Acquire new Citigold customers through converting referral leads
- Ensure that KYC/AML and other compliance norms are strictly adhered to
- Fulfill clients’ necessities while providing an exceptional client experience, 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 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
Requirements
- Bachelor's/University degree or equivalent experience
- 2-5 years relevant experience
- Ability to manage relationships both internal and external
- Ability to multi-task
- Mandatory certifications as required for selling financial products, i.e. HKSI Paper 1, 7 & 8 and IIQE 1, 2, 3 & 5
- Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage
Benefits
- Programs and services for physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
- Resources to manage financial well-being and plan for the future
- Access to an array of learning and development resources to help broaden and deepen skills and knowledge
Important Details
- This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme’s principles.
About the Company
Citi connects millions of people across hundreds of cities and countries every day, providing a broad range of financial services and products to consumers, corporations, governments, and institutions. Citi Wealth serves clients from affluent to ultra-high net worth to family offices, helping them maintain liquidity, maximize yields, transact in foreign currency, and manage expenses or cash flow through its global network. Citi employs more than 230,000 dedicated people from around the globe.
