Citigold Banker

Citi Handlowy

Kowloon, Hong Kong, Hong Kong
On-site
Mobilizing additional funds
Selling fee-based products
Customer engagements
Citi Handlowy is seeking a Citigold Relationship Manager in Kowloon, Hong Kong, to manage client accounts and enhance customer relationships through tailored financial solutions. The ideal candidate will have relevant experience, strong relationship management skills, and necessary financial certifications

Job Summary

  • Review Citigold customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
  • Ensure that KYC/AML and other compliance norms are strictly adhered to.
  • We provide access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

Matching Summary

Match Score: 85

Citi Handlowy is seeking a Citigold Relationship Manager in Kowloon, Hong Kong, to manage client accounts and enhance customer relationships through tailored financial solutions. The ideal candidate will have relevant experience, strong relationship management skills, and necessary financial certifications.

Skills & Requirements

Must-have

  • mobilizing additional funds
  • selling fee-based products
  • customer engagements
  • risk profiling
  • financial planning
  • KYC/AML compliance

Nice-to-have

  • organize customer events
  • convert referral leads

Key Requirements

  • 2-5 years relevant experience
  • HKSI Paper 1, 7 & 8
  • IIQE 1, 2, 3 & 5
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter